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

Mission Statement

Chapter Happenings

2019 UPCOMING EVENT


REGISTER FOR MEETING

Friday, February 15       Quarterly Educational Meetingalt
8:00 AM to Noon   Spanish Hills Country Club, Camarillo

Presenter 1:  Dan Candura, CFP®
Topic:  New Standards for a Fiduciary World: Understanding CFP Board's Revisions
Presenter 2:  Stephen M. Brooks, CFP®, CAP, MBA
Topic:  Charitable Planning Essentials and Complex Asset Contributions

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

Register Now


Click below for more details on Chapter Quarterly Meetings?

Click Here

 

ANNOUNCEMENTS

Now Available - 2019 Season Pass


It's back! 
Meeting fees are going up in 2019, but you can still save money by purchasing a Season Pass. Attend all 4 Educational Quarterly Meetings for one low price of $110.00. This is a savings of $90.00! Take advantage of this "Members Only" benefit.        

Click Here to purchase


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