SDSU Financial Planning Association

1. SDSU Financial Planning Association Tuesday, September 3rd ,2013 3:15 to 4:15 pm, Aztec Mesa 101

2. Agenda September 3rd • FPAIntroduction & 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

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

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

5. 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)

6. August Career Opportunities • 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: http://fpasdsu.wordpress.com/career-opportunities/august-updated/

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

8. Financial Check Up Day Sep. 28th. 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!

9. Sign Up for Volunteers 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, email, cellphone number to: sdsufpa@gmail.com

10. Upcoming Events! • October • Oct. 1st: 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. 23rd:FPA Education Symposium, USD (Sign up)

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

12. Currently in the works… • 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

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 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

15. 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 • Keeps our Social Media Sites and Website updated

16. Board Member Positions & Responsibilities • 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

17. Board Member Positions & Responsibilities • Director of fund rising: • Seek for potential sponsors • Plan and organize fund rising activities • Work with Director of Marketing to promote Event around Campus

18. Don’t Forget! • Run for a board position for next week! (plan quick 2 minutes speech) • Sign in w/ contact information • Sign up for volunteer • Write down any recommendations for semester!

19. Contact Information Weekly Tuesday meetings (Starting September 3rd ) from 3:15-4:15pm at Aztec Mesa 101. SDSU FPA Contact: Email: sdsufpa@gmail.com Website: http://fpasdsu.wordpress.com/about/ Facebook: https://www.facebook.com/pages/SDSU-Financial-Planning-Association/171408539609527?fref=ts