Upcoming Chapter Events
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SIPS and SUCCESS! Join FPAOC & CFAOC for an evening of fun!
Thursday, May 2, 2024
5:00 - 7:00pm
Location: The Park Club, 650 Town Center Dr., Costa Mesa, CA
Special Guest Speaker: Jenna Dillon
Cost: FPA Members $45 | Non-Members $60 | At-the-Door $65
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May 2024 Quarterly Education Meeting - In-Person Only
Wednesday, May 15, 2024
Meeting: 8am - 3pm | On-Site Happy Hour: 3pm - 4pm
Location: Santa Ana Elks, 1751 S Lyon St, Santa Ana, CA
First presentation scheduled to begin at 8:30am, doors will open at 7:30am. Light Breakfast, Lunch, Beverages, and Desserts!
Cost: FPA Members $60 | Non-Members $160 | First-Time Attendees: $25. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.
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May Study Group - In-Person Only
Thursday, May 23, 2024
2pm - 3:30pm
Location: Compak Asset Management
1801 Dove St. Newport Beach, CA 92660
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FPA-OC & CFA Society Orange County 4th Annual Golf Tournament
Thursday, June 6, 2024, 7:30am (Registration) to 6pm
Tijeras Creek Golf Club, 29082 Tijeras Creek, Rancho Santa Margarita, CA 92688
Join us for a great day of golf, prize drawings, putting contests, food and drinks. Sponsorships are available!
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June: NexGen Social Event & Game at Angels Stadium
June 7, 2024, time TBA
Cost: $30pp
Registration coming soon.
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June 2024 New Member Breakfast (Capacity: 8 people)
Wednesday, June 12, 2024, 7:30am - 8:30am
Location: 940 South Coast Drive, Suite 125, Costa Mesa, CA 92626
Join us and network with FPAOC! New Members: Get acquainted with FPAOC at our New Member Breakfast! Join us to learn about utilizing your benefits, and how to get the most out of your membership! Free for all, light breakfast included! Limited to 8 people max!
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June Study Group - Virtual Only
Thursday, June 20, 2024
2pm - 3:30pm
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July 2024 CFP Exam
July 9 - 16, 2024
Registrations opens: February 14, 2024 (Education verification deadline: June 18, 2024).
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July Study Group - Virtual Only
Thursday, July 18, 2024
2pm - 3:30pm
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August Study Group - In Person Only
Thursday, August 15, 2024
2pm - 3:30pm
Location: TBA
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August 2024 Quarterly Education Meeting - In-Person Only
Wednesday, August 21, 2024
Meeting: 8am - 4pm | Happy Hour: 4pm - 5pm
Location: Santa Ana Elks, 1751 S Lyon St, Santa Ana, CA
First presentation scheduled to begin at 8:30am, doors will open at 7:30am. Light Breakfast, Lunch, Beverages, and Desserts!
Cost: FPA Members $60 | Non-Members $160 | First-Time Attendees: $25. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.
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September 2024 New Member Breakfast
Wednesday, September 11, 2024, 7:30am - 8:30am
Park Bistro, 1 Park Plaza, Suite 165, Irvine, CA 92614
Join us and network with FPAOC! New Members: Get acquainted with FPAOC at our New Member Breakfast! Join us to learn about utilizing your benefits, and how to get the most out of your membership! Free for all, light breakfast included!
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September Study Group - Virtual Only
Thursday, September 19, 2024
2pm - 3:30pm
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October Study Group - Virtual Only
Thursday, October 17, 2024
2pm - 3:30pm
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November 2024 CFP Exam
November 6 - 13, 2024
Registrations opens: June 14, 2024 (Education verification deadline: October 17, 2024).
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November 2024 Quarterly Education Meeting - In-Person Only
Wednesday, November 20, 2024
Meeting: 8am - 4pm | Happy Hour: 4pm - 5pm
Location: Santa Ana Elks, 1751 S Lyon St, Santa Ana, CA
First presentation scheduled to begin at 8:30am, doors will open at 7:30am. Light Breakfast, Lunch, Beverages, and Desserts!
Cost: FPA Members $60 | Non-Members $160 | First-Time Attendees: $25. Current Students, FPAOC Passholders, & Partners - Your discount code will get you complimentary access to the QEM.
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December Study Group - Virtual Only
Thursday, December 5, 2024
2pm - 3:30pm
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NexGen Events
Our “NexGen” group is a sub-community of FPA geared toward aspiring and early-career CFP® professionals. We envision our group to be a place where those who are still learning and growing as professionals can come to network and learn from those who have gone before us. Learn more about these meetings.