Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

December 9th 2016 4:00pm – 6:00pm – MEETING AND HOLIDAY PARTY – What is your 140.6 Challenge?
Speaker: Bobbi LaPorte
Location: Maggiano’s Little Italy
Register Here

Brown Bag Meetings

Brown Bags are lunchtime meetings with a focused topic and speaker, typically attended by 10-12 people, providing a more casual and intimate setting to learn about and discuss specific topics. These meetings are offered at a nominal cost of $10 to FPA members, $15 for non members, with attendees bringing a bag lunch.  Pre-registration is required and attendance is limited to 12 based upon conference room space.

We currently do not have any November Events

Student Forum Announcement

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter).  These meetings are not open to the public

December 9th 2016  12:00pm- 1:30pm

Topic:  Many students approach the end of their education with questions about what type of employment is available for those with a certificate in Personal Financial Planning and/or the CFP® designation.  Please join us for this informative panel comprised of both newer entrants  and longer time professionals in the financial services industry to hear them speak about how they determined the path for themselves, what their work entails, and their specific advice for attendees. Panelists will be representing the most common paths followed.   Many of the panelists are former UCSC-Extension students.
Speakers: Russ Blahekta D.B.A, CFP®, Renata Carico, CFP®, Chris Duke, CFP®, and Jennipher Lomen, CFP®
Location:  3175 Bowers Avenue, Santa Clara, CA 95054 

Register Here

News & Other Events

It’s time to purchase your ANNUAL PASS!

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Financial Planning Day – October 22, 2016

We closed October with another great and successful Financial Planning Day - October 2016financial planning day. Over 18 members of the FPA of Silicon Valley were able to provide valuable personal financial guidance to over 80 members of the community. Thank You Larysa Prytula for your leadership and all volunteers.

 

Financial Planning Day – January 28, 2017

We are looking for a coordinator for the event and will soon be sending out a call for other volunteers for the event.  Contact Kalvin Sid for more information.

2016 FPA/Keir Scholarship Award

We are pleased to announce the 2016 FPA/Keir Scholarship Award. Win a scholarship to a Keir Live or Virtual Review Class PLUS materials for the CFP® Certification Exam!

Download the Application Today





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