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For FPA Members
 
 

Mount Diablo

Mission Statement:

The Financial Planning Association of the East Bay Chapter exists to help our members serve their clients through the financial planning process. The Purpose of the Financial Planning Association of the East Bay Chapter is to promote to the public the financial planning profession and the CERTIFIED FINANCIAL PLANNER™ designation and CFP® service mark as the designation of choice. We are dedicated to support our members' success by providing continuing professional development. We aspire to be the preeminent financial planning organization encompassing associated professionals. Effective for us is meeting needs of members and increasing public awareness of the financial planning process, and is measured by active membership participation and public recognition.

 

Chapter Highlights

 

   About FPA of the East Bay -- Learn about how you can become involved…

   Contact Us -- Find out how FPA of the East Bay helps reach your career goals…

   Join us at our next chapter meeting -- We discuss many topics to help your business…

   Click Here for the May issue of the FPA Planner, the multi-chapter newsletter.

   FPA East Bay Golf Tournament, Click Here for Registration

    Click Here for Golf Tournament Sponsor Opportunities

   May 5-8  FPA Retreat, Scottsdale, AZ

   May 16   Bocce Ball in LivermoreClick Here for details.

   May 29 & 30 The FPA Nor Cal Conference

   Click Here for Keir CFP Live Exam Review Full Scholarship for July Exam - May 7 Deadline

Events and
Conferences

  

Click Here for the May 2012 Membership Meeting Announcement

Click Here for the Bocce Ball Event Registration (Wed, May 16 from 6 to 8 PM)

Click Here for the 2nd Annual Golf Tournament Registration (Mon., Sept. 17, Noon to 7 PM)

Click Here for Golf Tournament Sponsor Opportunities

Click Here for a PDF of Photos from the Golf Outing (Large file - 17 MB)

 

Coming Soon: FPA Experience 2012

Join us for the annual conference of the financial planning community September 29 – October 2, 2012 in San Antonio, Texas! 

Your Practice
Your Clients

 

 

FPA’s Virtual Learning Center offers practice management sessions on topics ranging from generating referrals to effectively using social media. Browse these sessions and more (many of which are free to FPA members) through the Practice Management Center.

 

 

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Member Benefits: 
Use Them

 

Click Here for the current issue of The Planner -- Multi-Chapter Newsletter

Click Here for Info on Advertising in the FPA Planner, our Monthly Multi-Chapter Newsletter

Click Here to go to the LinkedIn page for FPA East Bay

Click Here for FPA National's Facebook page

New! FPA-ActiFi Adviser Technology Report: Document Management Edition is now available to help you quickly spot the solutions that offer the best functionality, pricing, training, and other benefits to suit your business needs.

 

 


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Knowledge and
Resources

 

Click Here for Keir CFP Live Exam Review Full Scholarship for July Exam - May 7 Deadline

Take advantage of FPA’s archived ethics courses – each comes complete with streaming audio, PowerPoint presentation and an online CE exam. 

 

 

 

 

More details >

 

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