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*First name
Middle Name or Initial
*Last name
Contact Photo
Professional Head Shot
Designations Held
Non Academic Professional Certifications or Designations (eg: CFP, ChFC, CFA, CPA, CPA/PFS, CIMA, CDFA)
Job Title
eg: President, CEO, Sr. VP - Investment Management, Owner, etc
*Best Email
Typically for chapter members, this field is your primary email - generally your work email. Where you are most likely to read/view/respond to incoming emails.
*Best Phone Number
Could be, but not necessarily, your Cell Phone.
Secondary Phone Number
Back up Phone (could be the main office number, your assistant or a team member, or your personal number rather than business number)
Secondary Email Address
Use this field if you would like another person, eg: support staff, :cc'd when our system sends you an email, or if you would like to also receive announcements at an alternate email inbox.
WK Mailing address
Best work related mailing address
WK City
WK State
WK Zip Code
When this field is completed, you facilitate automated reporting of any CE credits due to you from attending Chapter educational events.
Other License Numbers (eg: NMLS, or Insurance)
HS Graduation Year (approx)
Figure out when they graduated from college for their undergraduate degree and subtract 4 FOUR years
Contact Database Source (if known):
Staff Research
Self Enrolled
Meeting or Event Guest
CFP Board

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