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; links for helping the community through the Pro-Bono program; and much more.
CORRECT USE OF CFP® MARK BY CFP® BOARD OF STANDARDS:
The marks CFP® and CERTIFIED FINANCIAL PLANNER™ are owned by the CFP® Board and are protected by trademark law. Only those individuals who have fully satisfied CFP® Board’s requirements are authorized to use the CFP® certification marks. Click here for the Certified Financial Planner Board of Standards website.
CFP® REQUIRED ETHICS COURSE:
Click here for a CFP® Board pre-approved list of CE sponsors that offer the course for the Code of Ethics and Professional Responsibility 2-hour CE requirement.
Click here for an alpha list of CE Providers, approved by the CFP® Board. You may also contact San Diego State University Financial Planning Department (traditional study) at www.sdsu.edu, American College School of Financial Planning (self- study) at www.theamericancollege.edu, and the University of Phoenix (combination of traditional and self-study) at www.uofphx.info or www.uopxonline.com/aboutus.asp for information on their CFP® class programs.
CFP® STUDY GROUPS:
Please contact the CFP® Board at http://www.cfp.net for information on study groups in your area and/or to inquire how to start a study group.
FPA PRO BONO WEBSITE
Click Here To Visit Website
• 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