The Financial Planning Association of San Diego
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FPA San Diego is committed to bringing invaluable resources to its membership. Please find links below that will assist you in accessing helpful information about becoming a CFP®; information about where to find CFP® classes; opportunities to get recognition by being a speaker or counselor for FPA San Diego; links for helping the community through the Pro-Bono program; information about regulatory issues that affect our industry and much more.

 


FOR FPA MEMBERS

CFP® BOARD INFORMATION & CFP® CLASSES

• CFP® Mark
• CFP® Required Ethics Courses & Providers
• CFP® Classes

FPA CAPITOL UPDATES & WHITE PAPERS

• Financial planning resources
• Industry information
• Current legislative and regulatory issues

PUBLIC RELATIONS - PARTICIPANT ENROLLMENT FORM

For CERTIFIED FINANCIAL PLANNER™ practitioners in good standing with the FPA of San Diego and who are interested to be included in public relations opportunities representing theFPA of San Diego

SAN DIEGO SAVES NEEDS COUNSELORS/ SPEAKERS

Join us as we encourage San Diegans to "Build Wealth Not Debt"

FPA PRO BONO WEB SITE

• Information on FPA national pro bono programs and updates on priority programs, including FPA's hurricane relief effort that provides excellent information on resources and tax relief useful for FPA members and/or their clients
• Access to educational presentations and brochures
• Access to the Pro Bono Toolkit that includes guidelines, Letter of Engagement, and other documents for pro bono service
• Pro Bono volunteer sign up form

UPCOMING SEMINARS & WORKSHOPS

Non-FPA sponsored seminars and workshops for financial planners

 

SPONSORSHIP ON WEB SITE AVAILABLE

• $500 for 12 months with a link to the sponsor web site and a brief description of company, product and contact information

Financial Planning Association of San Diego --- P.O. Box Number 880936, San Diego, CA 92168 --- Tel: (619) 504-0142