Career Development

The East Bay Chapter of the Financial Planning Association offers many benefits to those entering the financial planning profession. If you’re a student, CFP® certificant, or career transitioner, we have events and opportunities to engage you with financial planning professionals and expand your industry knowledge through educational and social networking events.

 

East Bay Chapter Activities – We hold monthly educational events, social networking events, pro bono activities, and an annual golf tournament.

Career Center – Postings for both financial planning employers and job seekers can be found here.

Scholarship Programs – The FPA East Bay chapter and FPA National offer scholarships to students to help with their educational and practice development.

Study Groups – FPA East Bay chapter members organize and host a variety of formal and informal study groups.

NexGen – Resources for FPA members age 36 and under that focuses on the next generation of financial professionals.

 

Other FPA Career Development Resources

Mentorship ProgramFPA National offers a mentorship program to match new and transitioning planners with more experienced practitioners.

Emerging Advisors ForumFPA San Francisco offers a forum to bring together advisors who have recently started, or are in the process of starting their own financial planning practice.

 

FPA National offers many great resources for planners.  Please see the following links below

Practice Management (External link on the National FPA Website – opens in a new browser tab or window)

Virtual Learning Center (External link on the National FPA Website – opens in a new browser tab or window)

Career and Practice Related Resources

FPA and the broader financial planning community offer a wide variety of resources to the financial planning professional through all stages of their career.

Bay Area Financial Planning Education Programs

University of California, Berkeley Extension Program
http://extension.berkeley.edu/public/category/courseCategoryCertificateProfile.do?method=load&certificateId=17121
UC Berkeley Extension is very generously offering a 10% discount to FPA members registering for the Survey of Personal Financial Planning course.  To receive the discount you must enroll by phone, instead of enrolling via the web site.  Please call the Registration Office staff at (510) 642-4111 to request manual enrollment and provide your FPA membership number to receive the discount.
Click Here for the 2016, Summer Semester course offering for Personal Financial Planning

Golden Gate University
http://www.ggu.edu/programs/financial-planning

San Francisco State University
http://www.cel.sfsu.edu/financial/

Professional Development and Certification

FPA National Web Site
https://www.onefpa.org

FPA National Practice Management
https://www.onefpa.org/business-success/Pages/Practice-Management-Resources.aspx

FPA Connect
http://connect.onefpa.org/home

FPA National Mentorship Program
http://connect.onefpa.org/aboutmentormatch

FPA National New to the Profession
http://www.onefpa.org/business-success/newtotheprofession/Pages/default.aspx

FPA National NexGen
http://www.onefpa.org/community/nexgen/Pages/Welcome%20to%20the%20NexGen%20Community.aspx

FPA NORCAL Conference
http://www.fpanorcal.org

SF FPA Emerging Advisors Forum
http://www.fpasf.org/careers/emerging-advisors/

CFP Board
http://www.cfp.net

The CFP Board Career Center
http://www.cfp.net/career-center

Financial Industry Regulatory Authority (FINRA)
http://www.finra.org

For more information contact the Career Development Director

Hyun Joo Park