FPA of Ventura County Serving Los Angeles, Santa Barbara, San Luis Obispo and Ventura Counties
The mission of the Financial Planning Association of Ventura County is to support and strengthen the local community of those who are committed to financial planning as a practice and profession.Our Mission is in alignment with the priorities of the Financial Planning Association® (FPA®) - the nationwide principal professional organization for Certified Financial Planner™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA® is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.
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Santa Barbara TGIF Wine Social
The chapter is planning a social gathering on Friday, June 19th at Blush Restaurant & Lounge, located at 630 State Street in Santa Barbara. Stop by and wine with us a perfect way to end your week. More details to come.
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.