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SDSU Financial Planning Association

SDSU Financial Planning Association. Tuesday, February 26 th. Today’s Agenda February 26th. Upcoming Events Advisor Recruiting Programs Investment Game Rules & Sign Up Mentorship Match Up. Upcoming Events:. March 5 th : CEO of Strategic Wealth Man. Presenting

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SDSU Financial Planning Association

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  1. SDSU Financial Planning Association Tuesday, February 26th

  2. Today’s AgendaFebruary 26th • Upcoming Events • Advisor Recruiting Programs • Investment Game Rules & Sign Up • Mentorship Match Up

  3. Upcoming Events: • March 5th: CEO of Strategic Wealth Man. Presenting • March 12th: Wells Fargo Financial Lab Visit • March 12th: College of Business Career Fair • March 14th: San Diego FPA Networking Mixer

  4. New Planner Recruiting: • What they offer: • Small boutique Financial Planning Firm placement • Personally matches you and your attributes to best fit employer • Builds skill set necessary to succeed at given firm • Offers career skill building and CFP education if needed • How to Apply: • Application requires: resume, skills, work exp., associations • Can apply to specific offerings depending on location • Apply directly through their website at: http://newplannerrecruiting.com/job-opportunities/ • Submit email & resume personally to Caleb Brown at: • cbrown@newplannerrecruiting.com

  5. Advisors Ahead • What They Offer • Placement as Junior Advisor at a Large International Bank • i.e. Wells Fargo, Morgan Stanley, Goldman Sachs, Citigroup, etc. • - Comprised of three separate development programs • Preparatory Program (All grade levels) • Institute – Internship (Junior – Graduate; summer only) • Institute – Residency (Senior & Graduates only) • How to Apply: • Application requires: Resume, passion letter, work exp., references • Generic nation-wide application; not location specific • Apply directly online at: • http://advisorsahead.applicantstack.com/x/apply/a2tvd9qkdpsq

  6. Investment Game • Game Information: • Website: www.marketwatch.com • Game Name: SDSU Financial Planning Association • Password: sdsufpa • Rules: • $10,000 starting balance • $6.00 commission fees • No options, futures, or margin buying/selling • Only basic buying, selling, & short selling • Who ever gets the greatest return over the next 2 months wins!

  7. Investment Game PRIZES!: 1st Place Prize - $30 Target Gift Card 2nd Place Prize - $20 Target Gift Card 3rd Place Prize - $10 Target Gift Card

  8. Investment Game Game Directions: Go to www.marketwatch.com On the upper right hand of the window click the games tab From there click find game and search SDSU Financial Planning Association The password to play is “sdsufpa” After you enter the password you should be prompted to create an account Create and verify your account to begin playing!

  9. Mentorship Match – Up: • Come see me after meeting to get your mentor and their contact information! • Questions to Cover during your Meetings: • How did you get into your current job? • What do you like about what you are doing? • What did you do in college that has been important to your success in getting hired? • What do you recommend for a student like me?

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