FPA Nex Gen
Vision Statement: “Elevate the profession that transforms lives through the power of financial planning.”
Strategic Directive: “To educate, promote, and integrate the next generation of CFP® professionals”
NexGen enacts this directive through the following service lines:
- Community: Foster inclusive communities dedicated to the development of the next generation of CFP® professionals.
- Education: Provide high-quality content about the practice, business, and profession of financial planning.
- Career success: Promote the growth and quality of the next generation of CFP® professionals’ careers.
- Advocacy: Promote FPA and CFP® professionals as the credible voice in financial planning.
If you are interested in being a member of the Orange County NexGen community or joining the NexGen committee, email nexgen@fpaoc.org.
UPCOMING EVENTS
February: NexGen Happy Hour at Left Coast Brewery
February 8, 2024, 5pm - 7pm
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February 2024 Quarterly Education Meeting - In-Person Only
Wednesday, February 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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March 2024 CFP Exam
March 12 - 19, 2024
Registrations opens: October 18, 2023 (Education verification deadline: Feb 20, 2024).
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March: NexGen Social at Disc Golf
March 29, 2024, time TBD
Registration coming soon.
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April: NexGen Study Group
April 18, 2024, 10am
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May 2024 Quarterly Education Meeting - In-Person Only
Wednesday, May 15, 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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June: NexGen Social Event & Game at Angels Stadium
June 7, 2024, time TBA
Cost: $30pp
Registration coming soon.