Blog Archives

New National Sponsor: THE KALLI COLLECTIVE

New National Sponsor: THE KALLI COLLECTIVE We work with organizations on their branding through strategy, communications, and events. You can see a list of our services here if you’re still not sure what this means.

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2019 FPA Summer Residency: Learn How to Be a Financial Planner

There is no better way to gain the confidence and skill of an accomplished professional than to participate in the 2019 FPA Summer Residency Program June 7-12

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FPA Whitepaper: Business and Career Ideas for 2019

In partnership with top business coaches participating in the FPA Coaches Corner, FPA released a new whitepaper, Business and Career Ideas for 2019.

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Realize the Power of Your FPA Membership

Enhance your expertise in financial planning through your FPA membership. Whether you want to learn more about clients that don’t take your advice on FPA Connect

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Barbara Kay joins the FPA Coaches Corner as the Career Coach

Barbara Kay joins the FPA Coaches Corner as the Career Coach... Join in on the conversation today!

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Attention FPA members! LTD open enrollment starts February 1

Attention FPA members! LTD open enrollment starts February 1

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Advocacy Day in Sacramento March 5

Tuesday, March 5 marks our sixth annual Advocacy Day in Sacramento! We invite you to join your fellow FPA members from around the state for a day on the "Hill,"sponsored by FPA of California.

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2019 Pro Bono Effort Underway! Please take the Survey!

Today, more than ever, Pro Bono volunteers are needed to help educate and assist our under-served individuals. We rely heavily on the help of our San Diego chapter members to help these individuals and continue to grow our Pro Bono efforts.

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FPA Advocacy in 2019

Advocacy is one of the four pillars of the national Financial Planning Association (FPA). Consider being an active Advocate this year. There are two events!

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Save the date: FPA Annual Conference – October 16-18, 2019 in Minneapolis, MN.

FPA ANNUAL CONFERENCE Join the largest gathering of CFP® professionals and thought leaders in financial planning at the FPA Annual Conference.

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