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DTSTART;VALUE=DATE:20191025
DTEND;VALUE=DATE:20191031
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SUMMARY:October 2019 FPA Residency
DESCRIPTION:Overview:\n​​​What is FPA Residency program? \n​It a highly acclaimed\, intensive\, week-long\, experiential-learning program designed to immerse newly or soon-to-be certified CFP® professionals in practicing the “art of financial planning.” Led by a faculty of highly experienced and nationally known deans and mentors\, program participants or residents spend their days role-playing and working through real-life financial planning scenarios.  \nWith the end goal of building the confidence and skills needed to create meaningful relationships with clients\, residents gain a deep understanding of how to “do” financial planning\, and more importantly\, what it means to “be” a financial planner for their clients. Additionally\, participants can earn 28 CFP continuing education credits or three months of experience toward CFP Board’s three-year requirement.  \nLocation: The Hyatt Regency Aurora – Denver Conference Center\, 13200 East 14th Place\, Aurora\, Colorado \nRegistration: https://www.onefpa.org/residency
URL:https://www.fpasv.org/event/october-2019-fpa-residency
LOCATION:The Hyatt Regency Aurora\, 13200 East 14th Place\, Aurora\, CO\, 80011\, United States
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DTSTART;TZID=America/Los_Angeles:20191025T120000
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SUMMARY:October 2019 Student Forum
DESCRIPTION:Student Forum Meetings are intended for prospective and current students at UCSC-Extension in the Personal Financial Planning Program\, UCSCX PFP alumni\, and for members of the Financial Planning Association (any chapter).  These meetings are not open to the general public. \n\nTopic: Preparing for the CFP®Exam \n\nOverview:\nThe CFP® exam seems a mystery. You hear it is “hard”.  The PFP courses provide a foundation\, but most students need more preparation before attempting to pass the 6-hour exam that is taken electronically. Are you looking for more on the exam details\, how to prepare for it\, experiences with the prep classes and words of advice? \nIn this session\, we will hear from four recent test takers on their experiences.  This is an opportunity to learn from former students who were in your shoes a few scant months ago. You will hear a candid assessment of the areas where they felt unprepared\, feedback on the prep classes that they took\, strategies they used and some hints for the exam day. The panelists will introduce themselves and speak about their exam experience prior to opening the session up for a general question and answer period. Come with your questions!! \nThe room opens for networking at 11:30am. \nPanelists: Dave Crook\, Karla Rees\, CFP®\, EA\, Sridhar (Sri) Krishnan\, BS\, MBA\, James Yi. \nLocation: UCSC Extension\, Santa Clara \nRegistration: Click here to register \nPanelist Bios: \nDave Crook is an alum of the UCSCX PFP program and a CFP® certificant\, having passed the exam in late 2017.  He is currently working on accruing hours needed for the credential.  His background is somewhat unconventional\, with degrees in engineering and many years spent in the local high tech industry in a HR/recruiting role — combining the analytic and the interpersonal\, which has proved useful in his early work with clients. \nSridhar (Sri) Krishnan\, BS\, MBA is the owner of Encover Personal Finance LLC\, a Registered Investment Advisor in Fremont\, CA. Sri began his career in Financial Planning after over 20 years of management and start-up experience in the Silicon Valley. He pursued his financial planning education through College for Financial Planning and passed the CFP® Board exam and Series-65 in 2017. His firm provides fee-only financial planning to professionals in the Bay Area who want to build\, grow and secure their financial future. He is a member of XY Planning Network\, FPA and NAPFA. \nKarla Rees\, CFP®\, EA\, has worked as an Associate Advisor at Wade Financial Advisory\, Inc. for the past three years and holds a BS in Business Administration with a concentration in accounting from San Jose State University.  Karla is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent\, enrolled to practice and to represent taxpayers before the IRS.  Karla completed the Personal Financial Planning Certificate program at UCSC Extension in 2015. She sat for the CFP® exam and the final parts of the EA exam in 2016.  Prior to changing careers to financial planning\, Karla worked as a corporate accountant in various roles/companies/industries for 20 years. \nJames Yi passed the CFP® exam in July of 2019 after completing the Certificate of Personal Financial Planning program at UCSC Silicon Valley Extension in December of 2018. He had been a business strategy and operations professional in the high-performance computer industry. He is seeking to build a new career in the financial planning field. \n 
URL:https://www.fpasv.org/event/october-2019-student-forum
LOCATION:UCSC Extension\, 3175 Bowers Avenue\, Santa Clara\, CA\, 95054\, United States
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