Events

Looking for Certified Financial Advisors For Pro Bono/Planners in the Library.

Fulfill your entire 6 hours of IAR P&P CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other advisor designations at this year’s Kitces Tax Intensive CE Day. This event will be delivered virtually by some of the most engaging and relevant experts in our industry.

This year, we’re marking a milestone—FPA’s 25th anniversary! Join us in Las Vegas, November 3-5, 2025, for a special celebration at FPA Annual Conference 2025, where financial planning professionals come together to Connect, Learn, and Thrive.

Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers.

Let’s bring the aloha spirit to the holidays! Join us Dec 11 for a festive luncheon full of island cheer.

Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers.

Guide to 2026 Markets: Timely update on the economy & financial markets - Your Next Industry Education & Networking Meeting. 1.0 HOUR of CFP CEU TO BE OFFERED!

This session will explore strategies for protecting and providing for loved ones who rely on you financially. Our speakers will cover practical estate planning tools—such as trusts, beneficiary designations, and care provisions—that can help ensure stability and security for dependents.

THIS FIRM VISIT HAS BEEN CANCELLED Enjoy an opportunity to get an inside look into a successful local firm! You will have an hour with a firm owner to pick their brain and learn more about building a career in financial services. You will also learn more about the various business and compensation models practiced […]

The FPA of Silicon Valley invites you to our Valentine’s Day “Speed Mentoring” event, an event designed to spark professional connections between experienced planners and the next generation of financial professionals.