Professional Associations

 

Networking4

Students are encouraged to become actively involved with relevant professional associations to help further enhance their knowledge of the financial planning industry, expand their career development skills, and to engage in networking opportunities.  Many professional associations have local chapters and student membership rates.

Within financial planning, UCLA Extension works closely with the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA).

Financial Planning Association (FPA)
OneFPA.org
(FPA members receive a 10% discount on all UCLA Extension PFP courses)
The Financial Planning Association® (FPA®) is the professional organization for CFP® professionals and currently has more than 23,000 members, including financial planners, associated professionals, academics, students, large firms and independent practitioners. FPA is committed to helping the next generation of financial planners succeed and offers a number of FPA Student Benefits and access to the popular FPA NexGen community where students can meet and interact with young planning professionals. Learn More about FPA.

FPA_LA NexGen
fpala.org
Welcome t​o FPA NexG​en! This career-oriented group is part of the FPA_LA Chapter and focuses on the next generation of financial professionals. FPA_LA NexGen offers its members access to a mentor program, career days, and quarterly networking meetings.

The National Association of Personal Financial Advisors (NAPFA)
napfa.org
NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.

Additional Industry Resources:

Certified Financial Planner Board of Standards (CFP Board)
CFP.net

Financial Industry Regulatory Authority (FINRA)
finra.org

Securities and Exchange Commission (SEC)
sec.gov

California Department of Insurance
insurance.ca.gov

National Association of Insurance and Financial Advisors (NAIFA)
naifa.org

Securities Industry and Financial Markets Association
sifma.org

Investment Management Consultants Association
imca.org

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