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Student Forum Events

The UCSC-extension Student Forum is a unique group organized and managed by the Financial Planning students at the UCSC-extension. The goal of the Forum is to provide students with an opportunity to meet industry professionals, to learn about their future career and to learn ideas about preparing themselves for their careers.

Date Title Venue Event Type
Fri, Mar 19, 2010
12.00 pm - 1.30 pm
Building Your Practice: So…..How do I get Clients (Student Forum) UCSC Extension in Silicon Valley Student Forum Events
Tue, May 18, 2010
12.00 pm - 1.30 pm
CFP® Exam Review Course Providers (Student Forum) UCSC Extension in Silicon Valley Student Forum Events
Tue, May 18, 2010
12.00 pm - 1.30 pm
May Student Forum Meeting - Student Forum Events
Tue, Jul 20, 2010
12.00 pm - 1.30 pm
When does a ROTH conversion make sense? (Student Forum) UCSC Extension in Silicon Valley Student Forum Events
Mon, Jul 26, 2010
4.30 pm - 5.30 pm
Roth Conversions...what, when, how! UCSC Extension in Silicon Valley Student Forum Events
Mon, Oct 18, 2010
4.00 pm - 5.30 pm
Successfully Preparing for the CFP® Exam UCSC Extension in Silicon Valley Student Forum Events
Fri, Feb 25, 2011
12.00 pm - 1.30 pm
How to Build a Network of Allied Professionals UCSC Extension in Silicon Valley Student Forum Events
Thu, May 19, 2011
4.00 pm - 5.30 pm
May Student Forum Announcement Santa Clara Student Forum Events
Fri, Jul 15, 2011
12.00 pm - 1.30 pm
Options - One Tool in the Financial Planner’s Toolkit Santa Clara Student Forum Events
Thu, Oct 27, 2011
4.00 pm - 5.30 pm
What Are My Career Options? Santa Clara Student Forum Events
Fri, Feb 24, 2012
12.00 pm - 1.30 pm
Taking the CFP® Exam: Which Study Review Course Provider is the Best for You? UCSC Extension in Silicon Valley Student Forum Events
Thu, May 17, 2012
4.00 pm - 5.30 pm
The Good, the Bad, and the Very Ugly Truth about Starting Your Own RIA Practice UCSC Extension in Silicon Valley Student Forum Events

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