Spring 2018 Events

Wednesday March 7 5:00-6:30pm in Bookstein Hall 4117  

TBA

Wednesday April 18 3:30-5:00pm in Bookstein Hall 4117  

TBA

 

 

 


Financial Planning Program Advising for Fall 2018: TBA

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Can becoming a CFP boost income?

Michael Kitces for Financial Planning, 9/26/16

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Why CFP Certification?

A CFP Board Professional Resource: cfp-why-cfp-certification

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FPA -LA August Event

As of the Fall 2016, CSUN will have a local student chapter in association with the local FPA. On August 25th, the FPA is hosting an annual tech symposium in LA. This is a great opportunity to meet people from the industry, network, and participate in a conference focused on financial planning technology. If you are looking for internships and jobs, this is a great place to meet lots of local financial planners.  If you are currently working, consider asking your employer for the day off for continuing education hours and new knowledge.

The regular student price is $45 for the entire day but the FPA will offer CSUN students a $15 discount.  You will have to register for the event at least 72 hours in advance. If you are planning to attend, type in “CSUN” in the comments section and  the FPA will add the discount when we process it on the back end. This price includes breakfast, lunch and a hosted happy hour after the expo. You can attend as much of the event as you can.

 

Here is the link for the speakers, schedule and registration. If you have any questions, please email me at inga.chira@csun.edu

http://www.fpala.org/monthlyMeeting.php?mName=Aug2016

 

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CSUN Students take 3rd Place at IARFC Competition

Cole Brownell and Anthony Pelaez from California State University Northridge placed 3rd in the finals of the national IARFC competition.

“The IARFC feels the National Financial Plan Competition helps the student experience real world scenarios of the financial consultant. The National Financial Plan Competition was a two day event that featured industry relevant presentations. The scoring was extremely close this year as students were judged by Registered Financial Consultants (RFC®) – members of the IARFC.”

IARFC Picture

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Money Smart Week at CSUN

Dr. Beck and Dr. Chira are two of the featured speakers April 28th

Money Smart Week 2016 flyer

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Changes to the Finance Major

Starting this fall, every Finance major will choose an Option in either Financial Analysis, Financial Planning, or Insurance.  This is great for Financial Planning – our program will finally show on your diploma!

The Finance Department is having a kickoff/advising event: please come to the Juniper/Noski courtyard from 4:30-6:30pm on Wednesday, April 20th to learn about the new Options, meet alumni, and eat food.

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Exam resources

For anyone who would like the links to the exam resources I mentioned, here is the link to my presentation:

https://drive.google.com/file/d/0B9YzYGqtXNeiaTRPa1JNMVotMzg/view?usp=sharing

 

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