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» Internships & Scholarships

INTERNSHIPS & SCHOLARSHIPS

FPA Orange County CFP® Scholarships

FPA of Orange County is now offering a CFP® scholarship for July and November exam takers. Four winners this year will each be awarded $300 to be applied toward either their exam fee or exam preparation costs.

July exam takers should submit an application ASAP following their big exam weekend, preferably by July 31. November exam takers should submit no later than September 30.

Click here for the CFP® scholarship application (Word Doc | 394KB)

Please return the application to David MacLeod, FPA-OC Membership Chair via fax: 714-738-0483 or email to: dmacleod@eclecticassociates.com

FPA Orange County Internships

Host FPA Member benefits of taking in an intern:

  • Opportunity to evaluate a potential employee without obligation for permanent employment.
  • Members can seamlessly convert interns into full-time employees who can be immediately productive. Cost-per-hire is significantly decreased.
  • Gain community respect and goodwill as the community and otheremployers learn of your support of local college students.
  • You can help develop the Financial Planning profession.
  • Benefit from cutting edge technologies, perspectives, and relevant skills currently being learned in college.
  • Help individuals experience our fluctuating industry.

Benefits for the Intern:

  • Make critical professional contacts.
  • Gain valuable experience and knowledge of the Financial Planning process and the industry.
  • Confidence will improve.
  • Learn the business side of a Financial Planning practice.
  • Gain valuable work experience toward CFP Board requirement.
  • Applying academic learning to hands-on situations.

For more information please contact: Linda Barlow (714) 953-1232.


Scholarship to FPA Residency Program

Did you know that there is an FPA Residency Scholarship? Funded by a grant from the Foundation for Financial Planning, the scholarship demonstrates FPA's commitment to lifelong learning and growing the next generation of financial planners. To be awarded an FPA Residency Scholarship, each applicant will have demonstrated their efforts to deliver pro bono services. While FPA is especially looking at pro bono work in financial sectors, people with contributions in other areas are also encouraged to apply. Click here for details.


FPA Diversity Scholarships

The FPA Diversity Committee sponsors a merit-based scholarship program to enable FPA Diversity Scholarship award recipients to attend an FPA national conferences, collaborate with the FPA community and promote inclusivity and creativity within the financial planning profession. Scholarships are made available to attend FPA Annual Conference, FPA Business Solutions, and FPA Retreat. Apply now!