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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;VALUE=DATE:20260730
DTEND;VALUE=DATE:20260803
DTSTAMP:20260603T162301Z
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UID:4859-1785369600-1785715199@www.fpasv.org
SUMMARY:37th Annual FPA Far West Roundup
DESCRIPTION:  \n  \nRSVP & LEARN MORE\nThe Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. \nThis is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners or professionals in related fields who have been recommended to us by past attendees.
URL:https://www.fpasv.org/event/37th-annual-fpa-far-west-roundup
LOCATION:UC Santa Cruz\, 1156 High St\, Santa Cruz\, CA\, 95064\, United States
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DTSTART;TZID=America/Los_Angeles:20260806T110000
DTEND;TZID=America/Los_Angeles:20260806T130000
DTSTAMP:20260805T175842Z
CREATED:20260805T175842Z
LAST-MODIFIED:20260805T175842Z
UID:4892-1786014000-1786021200@www.fpasv.org
SUMMARY:CFP Ethics: Code of Ethics and Standards of Conduct
DESCRIPTION:This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board’s Code of Ethics and Standards of Conduct\, which is effective July 1\, 2024. In a profession built on personal and financial guidance\, ethical behavior ensures that clients feel safe\, respected\, and served in their best interest. Understanding and applying ethical principles is essential at every stage of your career. \nLEARNING OBJECTIVES \n\nRecognize when you are providing financial advice\nApply the Fiduciary Duty\nDescribe when Financial Advice requires Financial Planning and the additional obligations that apply\nIdentify duties when using or referring other service providers or technologies\nDescribe the process the CFP Board follows to uphold the Code and Standards\nDetermine what information must be provided to the Client and when to document the exchange of information\n\n[CLICK THE WEBSITE LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/cfp-ethics-code-of-ethics-and-standards-of-conduct
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20260812T160000
DTEND;TZID=America/Los_Angeles:20260812T180000
DTSTAMP:20260710T174625Z
CREATED:20260526T214539Z
LAST-MODIFIED:20260710T174625Z
UID:4835-1786550400-1786557600@www.fpasv.org
SUMMARY:August 2026 Summer Social
DESCRIPTION:GAME ON!!\n[click website link below to register!]\nTHE EVENT \nWe are bringing back this special event featuring an evening of extended networking opportunities in the fun atmosphere. Come enjoy some friendly competition as you will be divided into teams and can challenge each other to rounds of bocce ball**.  \n**you don’t need to play Bocce Ball to attend \nBOCCE BALL TEAMS \nIf you would like to participate in the bocce ball games\, we will have sign-up sheets. No experience necessary! You will be provided game instructions and coaching. This is more about team-building while laughing along the way! \n  \n\n\nMore Information\nTicket price includes: heavy appetizers\, ice water & iced tea. \nNo host or cash bar for purchase of any alcoholic drinks
URL:https://www.fpasv.org/event/august-2026-summer-social
LOCATION:Campo di Bocce\, 565 University Ave\, Los Gatos\, CA\, 95032
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DTSTART;TZID=America/Los_Angeles:20260820T170000
DTEND;TZID=America/Los_Angeles:20260820T190000
DTSTAMP:20260805T174702Z
CREATED:20260114T034158Z
LAST-MODIFIED:20260805T174702Z
UID:4621-1787245200-1787252400@www.fpasv.org
SUMMARY:August 2026 NexGen Summer Picnic In The Park
DESCRIPTION:Say goodbye to summer with great company\, fresh ideas\, and a relaxing evening at the NexGen Summer Picnic Social! Join fellow financial planners at the Rose Garden for a FREE end-of-summer picnic filled with networking\, fresh air\, and great conversation before fall gets busy. \nBring a favorite snack or drink to share\, plus a picnic blanket or lawn chair\, and enjoy an evening of connections\, laughs\, and one last taste of summer! \n[CLICK THE WEBSITE LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/august-2026-nexgen-financial-therapy-session-educational-session
LOCATION:Rose Garden\, 1649 Naglee Ave\, San Jose\, CA\, 95126\, United States
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DTSTART;TZID=America/Los_Angeles:20260827T090000
DTEND;TZID=America/Los_Angeles:20260827T150000
DTSTAMP:20260805T180615Z
CREATED:20260805T180518Z
LAST-MODIFIED:20260805T180615Z
UID:4894-1787821200-1787842800@www.fpasv.org
SUMMARY:Kitces Ethics CE Day
DESCRIPTION:Join Michael Kitces and Adam Van Deusen for a full day of expert-led ethics education designed to help you check off your entire IAR Ethics CE requirement — in one sitting. \nWhat you’ll get: \n\nAll 6 hours of your annual IAR Ethics & Professional Responsibility CE\nCredit that also counts toward CFP\, CIMA\, CPWA\, American College\, CPA\, and other designations\n5 CE-approved sessions (four 1-hour sessions\, one 2-hour session) led by top ethics and regulatory experts\n\nWhy it matters:\nSince 2022\, a growing list of states has required Investment Adviser Representatives to complete 12 hours of CE each year — half on Products & Practice\, half on Ethics. If you serve more than a de minimis number of clients in an affected state\, this requirement applies to you. \nGood to know: \n\nAttendance is required for at least 50 minutes of each 1-hour session (100 minutes for the 2-hour session) to earn credit\nKitces reports your completion directly to CFP Board\, American College\, IWI\, and FINRA by September 10\nGuest speakers to be announced\n\nSave the date and get your entire year’s ethics CE done in a single day. \n[CLICK THE WEBSITE LINK BELOW TO REGISTER]
URL:https://www.fpasv.org/event/kitces-ethics-ce-day
LOCATION:CA
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