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SDSU Financial Planning Association. Tuesday, March 26 th. Today’s Agenda March 26 th. Upcoming Events Investment Game Update On Campus Events End of Year Event Info NAGDCA Scholarship Internships Speaker from NW Mutual. Upcoming Events:.

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today s agenda march 26 th
Today’s AgendaMarch 26th
  • Upcoming Events
  • Investment Game Update
  • On Campus Events
  • End of Year Event Info
  • NAGDCA Scholarship
  • Internships
  • Speaker from NW Mutual
upcoming events
Upcoming Events:
  • Today: Activity Updates & NW Mutual Presenting
  • April 2nd: No Meeting (Spring Break!)
  • April 9th: Board Meeting
  • April 16th: CFP from Blue Summit Wealth Management Presenting
  • April 20th: Ambulance Chase – Rady’s Children's Hospital Charity
  • April 23rd: Blankenship & Foster LLC Presenting
  • April 30th: End of Semester Panel Speaker Event
  • May 7th: Final Meeting
investment game current standings
Investment Game Current Standings…

http://www.marketwatch.com/game/sdsu-financial-planning-association

sdsu 1 st annual pitchfest
SDSU 1st Annual PitchFest!

Have an idea for a business?

Share it with us at PitchFest and win $100!

Thursday March 28th from 5-6pm

At the Zahn Center (Room: IT-100)

Food for all attendees. 

end of semester event
End of Semester Event:

Projected Plan and Agenda

Event Type: Moderated Panel

- Sponsored Food/Drinks, FPA Advertising, Employer Presence

Date & Time: April 30th 3:30 – 5:00 (Flexible)

Location: TBD!

Amount of Students: 50 +/-

Agenda Timeline:

Lunch and Networking – 15 Min.

Welcome Speech/Panel & Moderator Introduction – 10 Min.

Panel Question & Answer Session – 30 Min.

Student Q&A – 15 Min.

Closing Statements – 5 Min.

1 on 1 Q&A and Networking – 15 Min.

nagdca scholarship national association of government defined contribution administrators
NAGDCA ScholarshipNational Association of Government Defined Contribution Administrators
  • 2013 Caple Foundation Scholarship!
  • The highest award to a single student:
  • $5,000 to be used toward educational expenses in the 2013-2014 school year
  • Registration, travel and hotel accommodations for the NAGDCA Annual Conference held this year in Louisville, KY (valued at over $1,800)
  • Coverage of expenses to enroll in the Certified Retirement Counselor® (CRC®) certification (a $900 value*), including program study materials and exam fee 
  • Additional Scholarship Awards:
  • Ten (10) students will have all travel expenses paid to attend the NAGDCA annual meeting where you are assigned a mentor and opportunities to meet potential employers, plus the NAGDCA Annual Conference registration fees valued at $50 will be waived.   
nagdca scholarship national association of government defined contribution administrators1
NAGDCA ScholarshipNational Association of Government Defined Contribution Administrators
  • Requires:
  • Junior or Senior Year
  • Official University Transcript
  • Online Questionnaire
  • Online Application
  • Resume
  • To Apply:
  • Go To:
  • http://www.infre.org/pages/ANC_Scholarship.shtml?utm_source=2013+There+is+no+better+way+to+meet+and+greet+potential+employers%21&utm_campaign=Student+email+1&utm_medium=email
  • Email Tom Warschauer for Original Email or more information:
  • warschau@mail.sdsu.edu
td ameritrade summer internship
TD AmeritradeSummer Internship
  • What:
  • Intern to work on business analytics, decision making, market research, sales queries, etc. Full spectrum responsibilities
  • When:
  • Start Date: June 1st End Date: August 16th
  • Flexible
  • Requirements:
  • Completed Sophomore year; business majors
  • Ability to analyze/format data in order to produce reports
  • Advanced knowledge of MS Office products
    • Specifically strong Excel skills (ability to manipulate data and leverage excel functions)
  • Detailed oriented and good project management skills
  • Excellent communication and presentation skills
  • Ability to multi-task
td ameritrade summer internship1
TD AmeritradeSummer Internship

To Apply:

Visit http://jobs.tdameritrade.com/

Apply to “Institutional Intern” Position

For More Information:

Liz Butler, Director, Marketing

TD Ameritrade Institutional

135 Greene St.

Jersey City, NJ 08534

Liz.butler@tdameritrade.com

(201) 369-8537

metlife summer internship
Metlife Summer Internship
  • What:
  • Financial Services Representatives (FSRs) are responsible for the marketing, sale and service of MetLife products that meet the needs of clients. Establish a financial services practice that upholds MetLife Vision and Values.
  • More SALES oriented job
  • Salary opportunity and team sales commissions
  • When:
  • Start Date: June 1s (Flexible)
  • Requirements:
  • Little to none
metlife summer internship1
Metlife Summer Internship

To Apply:

Larry Cunnings - Talent Scout & Recruiting Manager

Email: lcunnings@metlife.com Mobile: 760.809.5197

out of town opportunities
Out of Town Opportunities

Financial Focus LLP

What:

Summer Internship

Paid Position

Possibly willing to pay for travel?

Where:

Livingston, NJ

To Apply:

Ashley D. Mojka, CFP®

amojka@financial-focus.net

Peter Hasting

Investment Management

What:

Wealth Advisor Position

Full Time Position

Salaried Pay and Benefits

Where:

Kennewick, WA

To Apply:

Linda Kostenko

lindak@petersenhastings.com

Phone:  (509) 735-0484

other resources
Other Resources!
  • SDSU Career Services Website:
  • Variety of job and internship postings.
  • Offer wider variety than are available from FPA
  • http://career.sdsu.edu/
  • FPA Connect Website:
  • Plethora of information about Financial Planning
  • Offers mentorship matching, job postings, internships, etc.
  • http://connect.fpanet.org/Home/
nw mutual summer internship
NW MutualSummer Internship

What:

Paid summer internship in San Diego with NW Mutual

To Apply:

Visit http://www.nmfn-sandiego.com/~Internships.htm

Send resume and cover letter (optional) to recruiters listed

For More Information:

Marian Sterk - SDSU Campus Ambassador

Northwestern Mutual Financial Network

One America Plaza

600 West Broadway, Suite 600

San Diego, CA 92101-3359

marian.sterk@nmfn.com

(916) 616-8563 Cell

quick reminders before you go
Quick Reminders!Before you go…
  • Apply for a Summer Internship!
  • Apply for NAGDCA Scholarship! (Free Money)
  • Sign up for Investment Game!
  • Have a totally awesome Spring Break…