FPA of Ventura County
Serving Los Angeles, Santa Barbara, San Luis Obispo and Ventura Counties

Mission Statement

Chapter Happenings

OUR NEXT EVENT


REGISTER FOR MEETING

Friday, November 8       Quarterly Educational Meeting & Annual Board Elections
8:00 AM to Noon   Santa Barbara Inn, Santa Barbara

Presenter 1:  Jim Murphy, Director of Investments, Sheaff Brock/Innovative Portfolios
Topic:  Using Option Strategies for Financial Planning Solutions
Presenter 2:  Laurel Sykes, Certified Regulatory Compliance Manager, American Riviera Bank
Topic:  Identfying and Protecting Against Online Fraud and Financial Abuse

 Early Bird Prices:   $50 member    $70 nonmember
After Oct 31st        $55 member    $75 nonmember                     View Meeting Flyer
Student Members  $25 member

Elections will be held at this meeting. View 2020 slate HERE

Register Now

ANNOUNCEMENTS


Educational Opportunity


altThe California Lutheran University School of Management
offers a variety of options for financial  planning professionals seeking a graduate degree. The MBA in Financial Planning provides the technical and business administration skills needed to pursue a leadership position or start and sustain your own practice. The new MS in Financial Planning refines your specialized financial planning acumen and client-relationship skills for advancement in the financial planning profession.


Internship Program

The MBA in Financial Planning at California Lutheran University (CLU) is setting up an Internship Program for career changers in our area. While CLU can give them the technical skills to be good planners and pass the CFP, only you can help them learn those practical skills that they will need to be great planners.

The Internship Program will be run through the FPA Ventura County and will be administered by Mark Edwards, MBA. The Internship Agreement (based on the FPA endorsed format) can be download by clicking on the link below. If you have any questions or are interested in exploring this opportunity please contact Mark Edwards.

alt Internship Agreement

 


 

  Find a Financial Planner or Certified Financial Planner (CFP®) in your area


For any questions please contact

[email protected]
1-877-281-0675
P.O. Box 188, Camarillo, CA 93011