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

Mission Statement

Chapter Happenings

2018 UPCOMING EVENT


REGISTER FOR MEETING

Friday, August 17       Quarterly Educational Meetingalt

8:00 AM to Noon   Spanish Hills Country Club, Camarillo
Presenter 1:  Jack Cooper & Gary Dorfman
Topic:  Advisors in Transition: Discussing the Opportunities in an Evolving Industry
Presenter 2:  Marcia Davis & Gail McElroy
Topic:  Congratulations! You're 65-Now What? Medicare Secrets Your Clients Need to Know

 Early Bird Prices:   $45 member    $65 nonmember
After July 31st        $50 member    $70 nonmember                     View Meeting Flyer

Register Now 


Click below for more details on Chapter Quarterly Meetings?

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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