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, February 21      Quarterly Educational Meeting
8:00 AM to Noon   Los Robles Greens, Thousand Oaks

Presenter 1:  Ken Florian, President, Corgenius
Topic:  Advising Clients through the Toughest Times of Life
Presenter 2:  Joel Bruckstein, , CFP®, President, Technology Tools for Today (T3)
Topic:  Top Technology Trends for 2020 and Beyond

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

Register Now

 


 2020 SEASON PASS

CHAPTER MEMBERS - The 2020 Season Pass is now available for purchase. You pay only $110 for all 4 Quarterly Meetings - a $90 savings!

Purchase Now

 

ANNOUNCEMENTS


WEBINAR

altCHAPTER RESOURCE PARTNERS - PCL FINANCIAL GROUP
Are offering a free webinar - Learn how managing sequence of returns risk with home equity can help preserve and grow your clients' retirement.      

February 26, 2020     11:00 AM 
CFPs pay a $12 fee to earn 2 CE credits                 Click for more information


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