The Financial Planning Association of San Diego
FPA San Diego Membership

FPA San Diego is committed to bringing invaluable resources to its membership. Please find links below that will assist you in accessing helpful information about becoming a CFP®; information about where to find CFP® classes; links for helping the community through the Pro-Bono program; and much more.

 


FOR FPA MEMBERS


CFP® BOARD INFORMATION & CFP® CLASSES

• CFP® Mark
• CFP® Required Ethics Courses & Providers
• CFP® Classes

FPA PRO BONO WEB SITE

• Information on FPA national pro bono programs and updates on priority programs, including FPA's hurricane relief effort that provides excellent information on resources and tax relief useful for FPA members and/or their clients
• Access to educational presentations and brochures
• Access to the Pro Bono Toolkit that includes guidelines, Letter of Engagement, and other documents for pro bono service
• Pro Bono volunteer sign up form



Financial Planning Association of San Diego --- P.O. Box Number 880936, San Diego, CA 92168 --- Tel: (619) 504-0142