Friday, Aug 19 Quarterly Educational Meeting 8:00 AM to Noon Spanish Hills Country Club, Camarillo Presenter 1: John Anderson, SEI Topic: Fees at a Crossroads Presenter 2: Sheryl Rowling Topic: Tax Efficient Investing for RIAs
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.