SDSU Financial Planning Association Tuesday, March 26 th
Feb 25, 2016
SDSU Financial Planning Association
Tuesday, March 26th
Today’s Agenda March 26th
• Upcoming Events• Investment Game Update• On Campus Events• End of Year Event Info• NAGDCA Scholarship• Internships• Speaker from NW Mutual
Upcoming Events:• Today: Activity Updates & NW Mutual Presenting• April 2nd: No Meeting (Spring Break!)• April 9th: Board Meeting• April 16th: CFP from Blue Summit Wealth Management Presenting• April 20th: Ambulance Chase – Rady’s Children's Hospital Charity• April 23rd: Blankenship & Foster LLC Presenting• April 30th: End of Semester Panel Speaker Event • May 7th: Final Meeting
Investment Game Current Standings…
http://www.marketwatch.com/game/sdsu-financial-planning-association
SDSU 1st Annual PitchFest!
Have an idea for a business?Share it with us at PitchFest and win $100!
Thursday March 28th from 5-6pm
At the Zahn Center (Room: IT-100)Food for all attendees.
End of Semester Event:Projected Plan and Agenda
Event Type: Moderated Panel- Sponsored Food/Drinks, FPA Advertising, Employer PresenceDate & Time: April 30th 3:30 – 5:00 (Flexible)Location: TBD!Amount of Students: 50 +/-
Agenda Timeline:Lunch and Networking – 15 Min.Welcome Speech/Panel & Moderator Introduction – 10 Min.Panel Question & Answer Session – 30 Min.Student Q&A – 15 Min.Closing Statements – 5 Min.1 on 1 Q&A and Networking – 15 Min.
NAGDCA Scholarship National Association of Government Defined Contribution Administrators
2013 Caple Foundation Scholarship!
The highest award to a single student:• $5,000 to be used toward educational expenses in the 2013-2014 school year• Registration, travel and hotel accommodations for the NAGDCA Annual Conference held this year in Louisville, KY (valued at over $1,800)• Coverage of expenses to enroll in the Certified Retirement Counselor® (CRC®) certification (a $900 value*), including program study materials and exam fee Additional Scholarship Awards:Ten (10) students will have all travel expenses paid to attend the NAGDCA annual meeting where you are assigned a mentor and opportunities to meet potential employers, plus the NAGDCA Annual Conference registration fees valued at $50 will be waived.
NAGDCA Scholarship National Association of Government Defined Contribution Administrators
Requires:Junior or Senior YearOfficial University TranscriptOnline QuestionnaireOnline ApplicationResume
To Apply:Go To:http://www.infre.org/pages/ANC_Scholarship.shtml?utm_source=2013+There+is+no+better+way+to+meet+and+greet+potential+employers%21&utm_campaign=Student+email+1&utm_medium=email
•Email Tom Warschauer for Original Email or more information:[email protected]
TD AmeritradeSummer Internship
What:Intern to work on business analytics, decision making, market research, sales queries, etc. Full spectrum responsibilities
When:Start Date: June 1st End Date: August 16th
-Flexible
Requirements:• Completed Sophomore year; business majors• Ability to analyze/format data in order to produce reports • Advanced knowledge of MS Office products • Specifically strong Excel skills (ability to manipulate data
and leverage excel functions) • Detailed oriented and good project management skills •Excellent communication and presentation skills• Ability to multi-task
TD AmeritradeSummer Internship
To Apply:Visit http://jobs.tdameritrade.com/ Apply to “Institutional Intern” Position
For More Information:Liz Butler, Director, MarketingTD Ameritrade Institutional135 Greene St.Jersey City, NJ [email protected](201) 369-8537
Metlife Summer InternshipWhat:Financial Services Representatives (FSRs) are responsible for the marketing, sale and service of MetLife products that meet the needs of clients. Establish a financial services practice that upholds MetLife Vision and Values.• More SALES oriented job• Salary opportunity and team sales commissions
When:Start Date: June 1s (Flexible)
Requirements:• Little to none
Metlife Summer InternshipTo Apply:Larry Cunnings - Talent Scout & Recruiting ManagerEmail: [email protected] Mobile: 760.809.5197
Out of Town OpportunitiesPeter Hasting
Investment Management
What:Wealth Advisor Position Full Time PositionSalaried Pay and Benefits
Where:Kennewick, WA
To Apply:Linda Kostenko [email protected]: (509) 735-0484
Financial Focus LLP
What:Summer InternshipPaid PositionPossibly willing to pay for travel?
Where:Livingston, NJ
To Apply:Ashley D. Mojka, CFP®[email protected]
Other Resources!SDSU Career Services Website:• Variety of job and internship postings.• Offer wider variety than are available from FPAhttp://career.sdsu.edu/
FPA Connect Website:• Plethora of information about Financial Planning• Offers mentorship matching, job postings, internships, etc.http://connect.fpanet.org/Home/
NW MutualSummer Internship
What:Paid summer internship in San Diego with NW Mutual
To Apply:Visit http://www.nmfn-sandiego.com/~Internships.htmSend resume and cover letter (optional) to recruiters listed
For More Information:Marian Sterk - SDSU Campus Ambassador Northwestern Mutual Financial NetworkOne America Plaza600 West Broadway, Suite 600San Diego, CA [email protected](916) 616-8563 Cell
Sign up for Investment Game!
Have a totally awesome Spring Break…
Apply for a Summer Internship!
Apply for NAGDCA Scholarship! (Free Money)
Quick Reminders!Before you go…