SDSU Financial Planning Association

SDSU Financial Planning Association

Tuesday, Janurary 22nd

Agenda Janurary 22nd

• Club Introduction & Information• Goals for Semester• Comments, Suggestions, & Recommendations• My Contact Info • Upcoming Events• Mentorship Program• Internship Program• Board Member Positions

Our PurposeMission 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• Industry field trips

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)

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

Potential Careers

My Goals for the Semester

1. Promote National FPA membership for Networking and resources

2. Facilitate bi-weekly professional speakers to chapter3. Support and maintain ongoing internship program4. Conduct semester-long investment game w/ prizes TBD5. Start alumni – student mentorship program6. Offer industry-based volunteer event for members7. Train members at the Wells Fargo Bloomberg Terminal8. Hold a big semester event

Questions & Suggestions?

Points to Consider…• What career based goals do you have for your Spring Semester?

• What can FPA do to synchronize with your current & future plans?

• How do you want to spend your time in meetings?

• What would you like to see more or less of?

• What aren’t we doing, that we should be doing?

Contact InformationPersonal Contact:Phone: (503) 807-0901Email: [email protected]

SDSU FPA Contact:Email: [email protected]: http://fpasdsu.wordpress.com/about/Facebook: https://www.facebook.com/pages/SDSU-Financial-Planning-Association/171408539609527?fref=ts

Upcoming Events!

• January 22nd: (Today) Sign up for Alumni Mentorship Program• January 28th: Director of Education for CFP Board on Campus• January 29th: Board Member Elections• January 30th – Feb. 2nd: TD Ameritrade National Convention• January 31st: Strategic Wealth Management Career Orientation• February 6th: 1st Annual FPA Quarterly Meeting• February 20th: New Planner Recruiting Interviewing on Campus

Field trip to Wells Fargo Financial Lab.

Volunteer Event within the FPA community

Planning and execution of end of the semester event

Updating FPA website with agenda for semester

Creation of Investment game & rules

Mentorship program…

Currently in the works…

Mentorship ProgramWhat is it?Program that would allow students to hear first hand what it is like being in the workforce and allow them to ask questions, get guidance, and build a relationship.How would it work?Students would pair with alumni to meet on a once a month to discuss career related subjects, issues, and opportunities.Who are the mentors?All the mentors will be recent SDSU FPA graduates.

Internships

Send out new opportunities!

Current format working?

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

Why be a Board Member?

1. Resume Builder!2. Experience in Leadership position3. Peer & Professional Networking 4. Opportunity to have impact on club direction5. Feeling of responsibility and fulfillment in

accomplishing goals

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

Board Member Positions & Responsibilities

Director of Marketing – • Establish a marketing plan for Spring 2013• Create & distribute all promotional material• Keeps our Social Media Sites and Website updated

Board Member Positions & Responsibilities

Director of Programs (Event Director) – • Plan and coordinate big semester event

• Contact perspective speakers or organizations• Plan event layout & process• Facilitate all purchase/renting of any equipment,

food, or decorations• Work with Director of Marketing to promote Event around Campus

Board Member Positions & Responsibilities

Director of Finance (Treasurer) – • Budgets for all semester activities and events• Works closely with various board members to budget activities

• Event Budget• Marketing Budget (if needed)

• Make sure members get reimbursed for any FPA related expenses• Track/Hold all FPA related receipts

Board Member Positions & Responsibilities

Vice President: • Help President out doing a variety of miscellaneous tasks• TBD

Board Member Positions & Responsibilities

President Elect – • Will take over in Fall 2013• Shadow President through various tasks• Deliver professional speaker parking passes • Escort professional speakers to meetings

Upcoming Events!

• January 22nd: (Today) Sign up for Alumni Mentorship Program• January 29th: Board Member Elections• January 30th – Feb. 2nd: TD Ameritrade National Convention• January 31st: Strategic Wealth Management Career Orientation• February 6th: 1st Annual FPA Quarterly Meeting• February 20th: New Planner Recruiting Interviewing on Campus

Sign in w/ contact information

Sign up for mentorship program if interested

Write down any recommendations for semester!

Run for a board position for next week! (plan quick 30 second speech)

Don’t Forget!