Tuesday, September 3 rd,2013 3:15 to 4:15 pm, Aztec Mesa 101

FPA Introduction & Information Goals for Semester Potential Career Current Career Opportunities Upcoming Events Currently in works Board Member Positions Contact Info Sign up for contact list & volunteers

Mission Statement: Bridging the gap between the Financial Services Industry and students at San Diego State University. This is achieved primarily through: Networking Internships/Job Opportunities Mentorship Program Resume Building Guest Speakers

1.Promote National FPA membership for Networking and resources 2.Facilitate professional speakers to chapter 3.Train members at the Wells Fargo Bloomberg Terminal 4.Support and maintain ongoing internship program 5.Conduct semester-long investment game 6.Start alumni – student mentorship program 7.Offer industry-based volunteer event for members 8.Provide opportunities for joining industry conference 9.Team bundling training

 Financial Planning: Certified Financial Planner (CFP), Registered Investment Advisor (RIA), Certified Public Accountant (CPA)  Securities & Investments: Sales Rep, Money/Portfolio Manager, Financial Analyst, Stock Broker/Trader  Real Estate Finance: Mortgage Officer (Lender) and Real estate Broker (Residential & Commercial)  Banking: Personal Financial Advisor, Banker, Loan Officer, Accountant, Auditor  Risk Management: Risk Officer, Compliance, Securities Trading  Insurance: Sales Rep, Broker, Manager  Estate Planner: Wealth Manager, Tax Specialist

 Advisors Ahead Pistion: Financial Advisor Internship  Advisys Position: Temporary research position  ROWLING & ASSOCIATES Position: Financial Planning Associate  ILLUMININATION WEALTH MANAGEMENT Position: Intern (unpaid and part time, school credit may be eligible.)  New Planner Recruiting Position: Associate Financial Planner  Steckler& Wynns Position: Associate Financial Planner For more information please check out our website:

SEPTEMBER Sep. 3 rd : Sign up for Volunteers at Financial Check Up Day Sep.10 th : Board Member Elections Sep. 24 th : Gordon Tudor, CFP—President Elect at FPA SD Sep.28 th (Saturday): Financial Check Up Day, 10:00-15:00, Alumni Center.

Sep. 28 th. 10:00 to 15:00, SDSU Alumni Center. Financial Check Up Day will offer FREE one-on-one personalized financial advice and FREE financial workshops! No strings attached! It is a beneficial event for all San Diego residents. Bring your family and friends!

Student volunteers will be asked to : 1.) help set up for the day 2.) help welcome and register guests for the day 3.) assist our sponsors/speakers Each student will have the opportunity to observe a planner counseling a "client" and answering financial questions. The student will be assigned to a planner - and will observe the one-on-one counseling. Seats are limited!!! To apply, please contact me and send your name, , cellphone number to:

October Oct. 1 st : Bloomberg training Oct.: Tom Fisher, CFA, CFP--Senior Vice President and Senior &Investment Strategist, Wells Fargo Oct. : Douglas Buser, CFP--Managing Director, Golden Gate Advisors Oct: Career center advisor-How to write your Resume? Oct. 23 rd :FPA Education Symposium, USD (Sign up)

November Nov. 5 th :John Goodrich, CFP GOODRICH FINANCIAL GROUP, LLC Nov: Team bundling classes/activities December Dec.11 th : FPA Quarterly meeting (Sign Up) More are coming soon!!!

 Volunteer at Financial Check Up Day  Mentorship program  Investment game  Collect members resumes  Resume writing class  Team bundling training  IARFC Financial Planning Competition 2014  On-going career opportunities on our website

1.Resume Builder! 2.Experience in Leadership position 3.Peer & Professional Networking 4.Opportunity to have impact on club direction 5.Feeling of responsibility and fulfillment in accomplishing goals

Must be a National FPA Member ($39.00) Mandatory Meeting Attendance Attendance of San Diego FPA Quarterly Meetings Attendance of monthly SDSU Board Meetings Close contact with other Board Members Updates at Meeting when needed

Director of Membership (Secretary )– Updates member roster & list Helps new members register with National FPA Update website w/ new members, activities, and resumes Keeps our Social Media Sites and Website updated

Director of Events– Plan and coordinate event Plan and contact team bundling activites Plan event layout & process Facilitate all purchase/renting of any equipment, food, or decorations Work with Director of Marketing to promote Event around Campus

Director of fund rising: Seek for potential sponsors Plan and organize fund rising activities Work with Director of Marketing to promote Event around Campus

 Sign in w/ contact information  Sign up for volunteer  Write down any recommendations for semester!  Run for a board position for next week! (plan quick 2 minutes speech)

Weekly Tuesday meetings (Starting September 3rd ) from 3:15-4:15pm at Aztec Mesa 101. SDSU FPA Contact: Website: Facebook: Planning-Association/ ?fref=ts