SDSU Financial Planning Association

1. SDSU Financial Planning Association Tuesday, Janurary 22nd

2. Agenda Janurary 22nd • Club Introduction & Information • Goals for Semester • Comments, Suggestions, & Recommendations • My Contact Info • Upcoming Events • Mentorship Program • Internship Program • Board Member Positions

3. Our Purpose • 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 • Industry field trips

4. Potential Careers • 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 • 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)

5. My Goals for the Semester Promote National FPA membership for Networking and resources Facilitate bi-weekly professional speakers to chapter Support and maintain ongoing internship program Conduct semester-long investment game w/ prizes TBD Start alumni – student mentorship program Offer industry-based volunteer event for members Train members at the Wells Fargo Bloomberg Terminal Hold a big semester event

6. Questions & Suggestions? • Points to Consider… • What career based goals do you have for your Spring Semester? • What can FPA do to synchronize with your current & future plans? • How do you want to spend your time in meetings? • What would you like to see more or less of? • What aren’t we doing, that we should be doing?

7. Contact Information • Personal Contact: • Phone: (503) 807-0901 • Email: emendelson91@gmail.com • SDSU FPA Contact: • Email: sdsufpa@hotmail.com • Website: http://fpasdsu.wordpress.com/about/ • Facebook: https://www.facebook.com/pages/SDSU-Financial-Planning-Association/171408539609527?fref=ts

8. Upcoming Events! • January 22nd: (Today) Sign up for Alumni Mentorship Program • January 28th: Director of Education for CFP Board on Campus • January 29th: Board Member Elections • January 30th – Feb. 2nd: TD Ameritrade National Convention • January 31st: Strategic Wealth Management Career Orientation • February 6th: 1st Annual FPA Quarterly Meeting • February 20th: New Planner Recruiting Interviewing on Campus

9. Currently in the works… • Updating FPA website with agenda for semester • Creation of Investment game & rules • Mentorship program… • Field trip to Wells Fargo Financial Lab. • Volunteer Event within the FPA community • Planning and execution of end of the semester event

10. Mentorship Program What is it? Program that would allow students to hear first hand what it is like being in the workforce and allow them to ask questions, get guidance, and build a relationship. How would it work? Students would pair with alumni to meet on a once a month to discuss career related subjects, issues, and opportunities. Who are the mentors? All the mentors will be recent SDSU FPA graduates.

11. Internships Send out new opportunities! Current format working?

12. Board Member Rules & Regulations • 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

13. Why be a Board Member? Resume Builder! Experience in Leadership position Peer & Professional Networking Opportunity to have impact on club direction Feeling of responsibility and fulfillment in accomplishing goals

14. Board Member Positions & Responsibilities • Director of Membership (Secretary )– • Updates member roster & email list • Helps new members register with National FPA • Update website w/ new members, activities, and resumes

15. Board Member Positions & Responsibilities • Director of Marketing – • Establish a marketing plan for Spring 2013 • Create & distribute all promotional material • Keeps our Social Media Sites and Website updated

16. Board Member Positions & Responsibilities • Director of Programs (Event Director) – • Plan and coordinate big semester event • Contact perspective speakers or organizations • Plan event layout & process • Facilitate all purchase/renting of any equipment, food, or decorations • Work with Director of Marketing to promote Event around Campus

17. Board Member Positions & Responsibilities • Director of Finance (Treasurer) – • Budgets for all semester activities and events • Works closely with various board members to budget activities • Event Budget • Marketing Budget (if needed) • Make sure members get reimbursed for any FPA related expenses • Track/Hold all FPA related receipts

18. Board Member Positions & Responsibilities • Vice President: • Help President out doing a variety of miscellaneous tasks • TBD

19. Board Member Positions & Responsibilities • President Elect – • Will take over in Fall 2013 • Shadow President through various tasks • Deliver professional speaker parking passes • Escort professional speakers to meetings

20. Upcoming Events! • January 22nd: (Today) Sign up for Alumni Mentorship Program • January 29th: Board Member Elections • January 30th – Feb. 2nd: TD Ameritrade National Convention • January 31st: Strategic Wealth Management Career Orientation • February 6th: 1st Annual FPA Quarterly Meeting • February 20th: New Planner Recruiting Interviewing on Campus

21. Don’t Forget! • Run for a board position for next week! (plan quick 30 second speech) • Sign in w/ contact information • Sign up for mentorship program if interested • Write down any recommendations for semester!