2018-19 Board of Directors Candidate Application
NAPFA’s Leadership Development Committee (LDC) is in search of high energy, passionate professionals to serve on the NAPFA Board of Directors.

The LDC seeks qualified candidates with leadership experience and a commitment to comprehensive, Fee-Only financial planning. If you are interested in serving on NAPFA’s Board of Directors, please read through this application carefully and complete it on or before January 18, 2019.

NAPFA benefits greatly from the spirit of volunteerism displayed by Board members. Past Board members say there are many benefits to serving on a Board:

• Enhance your career and NAPFA membership;
• Expand your leadership skills;
• Exchange ideas and perspectives with other planners;
• Expand your network of personal and professional contacts.
1Board Requirements, Roles and Responsibilites2Candidate Application3Candidate Questions
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Board Requirements, Roles and Responsibilites
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Candidate Application
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Candidate Questions
  • Requirements to Serve on the NAPFA Board of Directors

    To serve on the Board, candidates must meet the following requirements:

    • Must be a NAPFA-Registered Financial Advisor in good standing;
    • Must have previous experience on a NAPFA task force, committee, Region Board, or comparable nonprofit entity;
    • Must be willing to relinquish any currently-held position on a NAPFA Region Board should the candidate be selected to serve on the Board.

    NAPFA Board Directors are required to:

    • Serve a three-year term;
    • Attend the Spring and Fall National Conferences each term year;
    • Attend all Board meetings and conference calls.
  • NAPFA Board of Directors Roles and Responsibilities

    • Understand the organization's mission, purposes, goals, policies, programs, services, strengths, and needs.
    • Serve in leadership positions or undertake special assignments.
    • Represent the interests of members and take ultimate responsibility for the success and long-term direction of the organization.
    • Participate in and approve the strategic plan.
    • Empower, protect, review, and hold the CEO accountable to his/her duties.
    • Approve the annual budget.
    • Serve and represent the Organization’s point of view.
    • Focus on policy and strategic level issues.
    • Speak freely and openly internally – but with a goal of reaching consensus. However, once an issue has been decided, represent the organization as a whole by speaking with a unified voice.
    • Maintain confidentiality of Board executive sessions and speak for the Board or organization only when authorized to do so.
    • Use staff for special projects only with prior consultation and approval by the CEO.
    • Read and understand the organization's financial statements.
    • Avoid conflicts of interest and maintain a sense of fairness.
    • Be prepared for and attend three face-to-face Board meetings and monthly conference calls.
  • Attestation

    If chosen for Board service, I hereby attest that I meet the requirements stated regarding the experience, the skills, and the time commitment required to fulfill this responsibility. I hereby attest that I have read the Roles and Responsibilities detailed above. I am prepared to serve and I agree that, if selected, I am completely committed to said roles and responsibilities of Board service. I accept and understand the requirements and expectations set forth by the Board of Directors, NAPFA staff, and the Leadership Development Committee.
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