Our Mission...
Our mission is to enhance public awareness of the value of the financial planning process and to promote professional growth through education, networking and mentoring.

Our Vision...
Our vision is to be the voice of the financial planning profession in Silicon Valley and the premier resource to its members, the public and other professionals for financial planning education and information.

Help Your Clients Make the Best Senior Living Choice  


Are your clients feeling stressed about future housing arrangements and coming to you for guidance? To understand the housing options available, come to our Senior Living event hosted by Belmont Village, an assisted living facility, voted by the Mercury News as Best in SV 2012.  

Tuesday, June 4, 2013, 5:30 pm – 7:00 pm.  Presentation and Q&A session follow by a tour of the facility.
 
Space is limited. RSVP accepted through 5/28.  Click here to RSVP.

 

FPA of Silicon Valley

The Silicon Valley chapter of the Financial Planning Association is a dynamic community of nearly 300 financial professionals that come together to learn, meet colleagues, and work to promote financial planning throughout the Silicon Valley area. Learn More

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FPA NorCal Conference, May 28-29, 2013

The 41st FPA NorCal Conference will be held May 28-29 at the Palace Hotel in San Francisco.  Take advantage of Early Bird Registration rates now through March 12th.  Keynote speakers this year include Brian Singer, CFA, Benjamin Zander and Mitch Anthony. To see the full schedule of sessions and speakers, click here.  To register, click here or visit www.fpanorcal.org.

 

CFP Exam Preparation – Keir Live Review Course

Keir Educational Resources is offering a scholarship to FPA members to prepare for the CFP® Certification Examination. One applicant, per FPA chapter, will be selected per exam cycle. 

Keir Educational Resources conducts a four day intensive review class in the San Francisco Bay area for the CFP® Certification Exam. There are three exam cycles: March, July and November. Keir’s Live Review Class schedule can be viewed here.

For more scholarships program information, click here. 

 

 

 

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