- Career Development
- FPA Advocacy
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 Program – FPA National offers a mentorship program to match new and transitioning planners with more experienced practitioners.
Emerging Advisors Forum – FPA 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.
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)
FPA and the broader financial planning community offer a wide variety of resources to the financial planning professional through all stages of their career.
University of California, Berkeley Extension Program
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
San Francisco State University
FPA National Web Site
FPA National Practice Management
FPA National Mentorship Program
FPA National New to the Profession
FPA NORCAL Conference
SF FPA Emerging Advisors Forum
The CFP Board Career Center
Financial Industry Regulatory Authority (FINRA)
For more information contact the Career Development Director