Overall – Nasira Iqbal, CFP® & Jenny Coffey Smith, CFP®
Emerging Advisors – Jenny Coffey Smith, CFP® & Margery Neis, CPA (Inactive), MBA
Scholarships – Karen Blodgett, MBA, CFP® & Cynthia Flannigan, CFP®
Internships – Nasira Iqbal, CFP®
The Career Development Committee assists FPA members in the advancement of their career through continuing education as well as facilitates relationship between FPA members and students of the financial planning profession. The committee is also in charge of relations with CFP® educational programs at local universities to help bridge the gap between education and practice of the profession.
Emerging Advisors: The Emerging Advisors Forum is a dynamic group of planners who meet throughout the year to discuss all things related to starting and running an RIA practice. The group not only provides vibrant networking, but also features speakers who share their insights on topics such as hiring a virtual assistant, working with small businesses, best practices in marketing/sales or compliance for non-SEC registered RIAs. While some topics may be appropriate for newer planners or those just starting, there are many topics that may relate to your practice, such as ‘Evaluating a client’s property and casualty policies’.
Internships: We facilitate internships that are created to bring together qualified students and member firms of the FPA SF Chapter.
If you are a student, you will gain valuable experience and build professional relationships. If you want an opportunity to apply the knowledge you’ve acquired in your studies and would like to experience what it’s like working in a professional financial planning office then an internship could be a great benefit to you.
If you are a member firm, you will help students entering the financial planning profession gain valuable experience. Your firm will benefit by having students help you take ideas from concept to completion by working on special projects and assignments. Students can help you evaluate and update new technologies, work on a new marketing plan, update or help create your website, conduct investment research and updates or assist with back office operations.
Scholarships: FPA San Francisco and FPA East Bay are pleased to announce the intention of each chapter to award financial assistance in the form of $2,000 scholarships to pay for expenses related to attaining the CFP® credential or attending an FPA Residency Program.
Employment Opportunities: The Job Postings section of our website is a service offered to member firms of the FPA SF.
Goals for the Year:
Emerging Advisor Forum: Solidify the Emerging Advisors presentations, attract a larger audience
Internships: Find more sponsors for interns
Student Outreach: Reach out to SF State Financial Planning program
We are always looking for volunteers in our committees especially to run EAF and Student Outreach programs.