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.
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 NexGen Events
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FPAOC NexGen Happy Hour
Generously Sponsored by CNL
Thursday, April 17, 6pm
Join FPAOC for our NexGen happy hour!
Location: Brewery X, 3191 E La Palma Ave, Anaheim, CA
$10 per ticket, includes one drink ticket and light appetizers.