FPA Quick Links

Please note: These links will take you to FPA National's Web site.

 

 

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Choose from 1,000s of financial planners, all of whom adhere to FPA's Code of Ethics.

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For FPA Members
 
 

Financial PlannersMission 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…

UPCOMING MEETINGS- A quick look at some future events

JOIN US at OUR NEXT CHAPTER MEETING - We discuss many topics to help you and your business..

 

May 22, '13 "FPA Wine Tasting Event"

Come “uncork” some fun at a tasteful evening of wine and cheese with East Bay FPA at the Crooked Vine Winery in Livermore, CA from 6pm-8pm

Events and
Conferences

 

 

FPA Experience 2013
Transform Your CFP® World

Register Now for Early Bird Pricing!

 

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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

 

 

Member-Get-A-Member

Referring and referred members receive discounts on their annual membership dues.

 

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Knowledge and
Resources

 

 

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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