In his new role, Lubowski will be responsible for developing policy positions on issues affecting the financial planning profession and advocating for these positions with policy makers, regulators and industry bodies. He will also be responsible for ensuring the continuous professional competence of members as the financial planning profession evolves.
In correlation to the new strategy, the FPI Technical Services Department has taken a very hands-on approach on understanding the professional and practical needs of FPI members and developing resources, tools, advisory and research capacities to answer those needs. This makes the FPI's technical knowledge and abilities a key part of the institute's member value proposition, which is why the enhanced FPI strategy pays particular attention to bolstering this technical offering.
To achieve this, the FPI's new strategy will see it position itself as a thought leader and pro-actively seek opportunities to influence, or challenge, legislative decisions, advocate for the financial planning profession and continually raise the profile of its members.
Through this combination of superior technical competency, extensive resource availability and committed member advocacy, the FPI's Technical Services Department aims to play an increasingly prominent and important role in unlocking greater value for FPI members and advancing the profession of financial planning in the years to come.
