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, August 16       Quarterly Educational Meeting
8:00 AM to Noon   Calif Lutheran University, Thousand Oaks

Presenter 1:  Dan Kullman, Director of Education & Training at Toews
Topic:  Managing Investor Behavior
Presenter 2:  Dina Mabry, BGA Insurance Solutions
Topic:  Reasons to Protect Your Clients From Living A Long Life

 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 the 2019 Schedule
of Chapter Quarterly Meetings
and Other Chapter Events

Click Here

 

ANNOUNCEMENTS


Let's Mix it Up!


Join the gang on Thursday, September 19th from 5PM to & 7PM at Brendan's Irish Pub & Restaurant for a Chapter Mixer. Destress at the end of the day and enjoy a visit with fellow members who speak your (financial planner) language. Appetizers to munch on and 2 free well drinks on us - can't think of a better way to finish off a Thursday!  alt View Flyer for details.


 

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