sdsu financial planning association

SDSU Financial Planning Association

Tuesday, September 3rd ,20133:15 to 4:15 pm, Aztec Mesa 101

Agenda September 3rd

•FPA Introduction & Information•Goals for Semester•Potential Career•Current Career Opportunities •Upcoming Events •Currently in works•Board Member Positions•Contact Info •Sign up for contact list & volunteers

Our PurposeMission Statement: Bridging the gap between the Financial Services Industry and students at San Diego State University.

This is achieved primarily through:• Networking• Internships/Job Opportunities• Mentorship Program• Resume Building• Guest Speakers

Goals for the Semester

1. Promote National FPA membership for Networking and resources

2. Facilitate professional speakers to chapter3. Train members at the Wells Fargo Bloomberg Terminal4. Support and maintain ongoing internship program5. Conduct semester-long investment game 6. Start alumni – student mentorship program7. Offer industry-based volunteer event for members8. Provide opportunities for joining industry conference9. Team bundling training

Financial Planning: Certified Financial Planner (CFP), Registered Investment Advisor (RIA), Certified Public Accountant (CPA)

Securities & Investments: Sales Rep, Money/Portfolio Manager, Financial Analyst, Stock Broker/Trader

Real Estate Finance: Mortgage Officer (Lender) and Real estate Broker (Residential & Commercial)

Banking: Personal Financial Advisor, Banker, Loan Officer, Accountant, Auditor

Risk Management: Risk Officer, Compliance, Securities Trading

Insurance: Sales Rep, Broker, Manager

Estate Planner: Wealth Manager, Tax Specialist

Potential Careers

Advisors AheadPistion: Financial Advisor Internship AdvisysPosition: Temporary research position ROWLING & ASSOCIATESPosition: Financial Planning Associate ILLUMININATION WEALTH MANAGEMENTPosition: Intern (unpaid and part time, school credit may be eligible.) New Planner RecruitingPosition: Associate Financial Planner Steckler& WynnsPosition: Associate Financial Planner

August Career Opportunities

For more information please check out our website: http://fpasdsu.wordpress.com/career-opportunities/august-updated/

Upcoming Events!SEPTEMBER•Sep. 3rd: Sign up for Volunteers at Financial Check Up Day•Sep.10th: Board Member Elections•Sep. 24th: Gordon Tudor, CFP—President Elect at FPA SD•Sep.28th (Saturday): Financial Check Up Day, 10:00-15:00, Alumni Center.

•

Financial Check Up Day

Sep. 28th.10:00 to 15:00, SDSU Alumni Center.

Financial Check Up Day will offer FREE one-on-one personalized financial advice and FREE financial workshops! No strings attached!

It is a beneficial event for all San Diego residents.

Bring your family and friends!

Sign Up for VolunteersStudent volunteers will be asked to :1.) help set up for the day2.) help welcome and register guests for the day3.) assist our sponsors/speakers

Each student will have the opportunity to observe a planner counseling a "client" and answering financial questions. The student will be assigned to a planner - and will observe the one-on-one counseling.Seats are limited!!! To apply, please contact me and send your name, email, cellphone number to: sdsufpa@gmail.com 

Upcoming Events!

October •Oct. 1st: Bloomberg training •Oct.: Tom Fisher, CFA, CFP--Senior Vice President and

Senior &Investment Strategist, Wells FargoOct. :  Douglas Buser, CFP--Managing Director, Golden

Gate AdvisorsOct: Career center advisor-How to write your Resume?•Oct. 23rd:FPA Education Symposium, USD (Sign up)

Upcoming Events!

November • Nov. 5th :John Goodrich, CFP GOODRICH

FINANCIAL GROUP, LLC• Nov: Team bundling classes/activities

December• Dec.11th: FPA Quarterly meeting (Sign Up)

More are coming soon!!!

Volunteer at Financial Check Up Day Mentorship program Investment game Collect members resumes Resume writing class Team bundling training IARFC Financial Planning Competition

2014 On-going career opportunities on our

website

Currently in the works…

Why be a Board Member?

1. Resume Builder!2. Experience in Leadership position3. Peer & Professional Networking 4. Opportunity to have impact on club direction5. Feeling of responsibility and fulfillment in

accomplishing goals

Board Member Rules & Regulations

• Must be a National FPA Member ($39.00)• Mandatory Meeting Attendance • Attendance of San Diego FPA Quarterly Meetings• Attendance of monthly SDSU Board Meetings• Close contact with other Board Members• Updates at Meeting when needed

Board Member Positions & Responsibilities

Director of Membership (Secretary )– • Updates member roster & email list • Helps new members register with National FPA• Update website w/ new members, activities, and resumes•Keeps our Social Media Sites and Website updated

Board Member Positions & Responsibilities

Director of Events– • Plan and coordinate event

• Plan and contact team bundling activites• Plan event layout & process• Facilitate all purchase/renting of any equipment,

food, or decorations• Work with Director of Marketing to promote Event around Campus

Board Member Positions & Responsibilities

Director of fund rising:• Seek for potential sponsors• Plan and organize fund rising activities• Work with Director of Marketing to promote Event around

Campus

Sign in w/ contact information

Sign up for volunteer

Write down any recommendations for semester!

Run for a board position for next week! (plan quick 2 minutes speech)

Don’t Forget!

Contact InformationWeekly Tuesday meetings (Starting September 3rd )from 3:15-4:15pm at Aztec Mesa 101.

SDSU FPA Contact:Email: sdsufpa@gmail.com

Website: http://fpasdsu.wordpress.com/about/

Facebook: https://www.facebook.com/pages/SDSU-Financial-Planning-Association/171408539609527?fref=ts