FPA Silicon Valley
Scholarship Program
The Silicon Valley FPA Chapter offers scholarship opportunities for CFP exam prep courses and the FPA Residency Program.
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. The retail value of a Keir class plus all study materials is $925
Keir Educational Resources http://www.keirsuccess.com 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: http://www.keirfinancial.com/us/review_program/live_review .
The Scholarship may be used at any location.
Deadlines and Application Process:
Please click on one of the dates below for more information and to download the Keir scholarship application:
FPA Residency (Lake Arrowhead, CA) – Silicon Valley FPA $1,000 Scholarship
FPA Residency is an intensive, client-centered training experience for people who have completed the academic coursework and have been practicing for less than three years.
The Silicon Valley chapter provides a $1,000 partial scholarship, made on a reimbursement basis, to the successful applicant. You must be a Silicon Valley FPA member to apply. Applicants must meet the requirements for FPA Residency and secure a reservation in the program before applying for the scholarship.
Details on Residency, including dates, cost and application deadlines, can be found at http://www.fpanet.org/professionals/EventsConferences/ResidencyProgram/
Application Deadline: August 15, 2012
Application Process: Please submit the following information via email (subject line "FPA Residency Scholarship Application for <your name>") to careers@fpasv.org.
Your resume, including your
- Name
- Address
- Email
- FPA Member Number
- CFP Board ID
An essay addressing the following questions:
- History of education and work experience, including your financial planning career and professional goals
- Volunteer activities, including FPA Chapter and external volunteer work
- How you expect to benefit from Residency
- How you plan to share your learnings with other members
- Other pertinent information
Note: The Foundation for Financial Planning supports a full tuition scholarship to the FPA Residency Program. Details on this scholarship can be found at http://www.fpanet.org/professionals/EventsConferences/ResidencyProgram
FPASV News Blog 
Just in case you’ve been living on another planet lately, there is a new trend rocking the world, social media. It’s a new way to stay in touch and show everybody what is going on in your life. I’m not a big fan of it because I think it is an invasion of privacy, a potential ID theft vehicle, and since it is highly addictive, it can be unsafe it you engineer a train, operate a school bus, or drive a car. To me, not only texting, but talking on a cell phone should be illegal. Bet I made lots of points with that statement. But that is a different subject.
