Career Development
Hello,
Thank you for your membership in the FPA of Greater Indiana. My name is Jessica Bokhart; I am the director of Career Development for the FPA of Greater Indiana. The Career Development Committee is offering a new monthly FPA CFP® Exam Study Group and would like to invite you to join us if you are studying for the CFP® Exam.
The initial monthly meeting will be on Saturday, August 7, 2010 at 9 a.m. at the offices of Bedel Financial Consulting, Inc., the address is below. The outline for the meeting will be mainly a question and answer session with a CFP® Practitioner available to address any questions.
Bedel Financial Consulting, Inc.
9190 Priority Way West Drive, Suite 120
Indianapolis, IN 46240
If you are interested in joining the FPA CFP® Exam Study Group session on August 7, please reply to this email. If you are interested in the CFP® Exam Study Group but are unable to join us on August 7, also reply to this email so you will be on the FPA CFP® Exam Study Group email distribution list. If you are interested, please contact me at jbokhart@bgbc.com or call me at 317-860-1085.
Thank you and we look forward to seeing you at the upcoming study sessions!
The FPA of Greater Indiana is pleased to provide information supporting career development and internship opportunities in the following areas:
- FPA Membership Cost Information for Students
- High School Students
- College Students
- Transitioning Professionals
FPA Membership Cost information
- Finacial Planner Membership $295
- FPA membership fees for college students $35
- FPA membership fees for post college students enrolled in a formal CFP program $145
High School Students
Academy of Finance
National Link www.indianaaof.org
Program Information: The Academy of Finance introduces high school students to the broad career opportunities of the financial services industry, opening the door to new options and equipping students to make sound choices for the future. One of three member programs of the National Academy Foundation, the Academy of Finance operates as a small learning community and is located in more than 275 high schools nationwide.
Participating Local Schools in Indiana include Center Grove, McKenzie Career Center, Northwest High School, Perry Meridian, Pike High School, Southport, Warren Central, and Hamilton Southeastern.
Academy of Finance Internships
College Students
Local Indiana universities offer a full curriculum that supports employment in the financial services field. Information on internship contacts at each school is also provided.
Purdue University
Purdue is the only university in the state that offers a full “Financial Planning� curriculum that prepares graduates to sit for the CFP ® exam.
http://www.cfs.purdue.edu/pages/prospective/undergr3_majors_financial.html
CFS Undergraduate Student Services
Consumer and Family Sciences
700 W. State Street
Stone Hall, Room 110
West Lafayette, IN 47907-2059
Phone: (765) 494-8533
Fax: 496-1168
E-mail: cfsundergrad@purdue.edu
Butler University
Butler offers a variety of educational programs that will prepare students for a career in the financial services community.
http://www.butler.edu/cba
Marion College
To learn more about the degree programs of Marion College please see their website.
http://business.marian.edu
University of Indianapolis
U of I offers course work in Accounting, General Business, Finance, Economics as well as other business related topics.
http://business.uindy.edu
IUPUI
IUPUI and IU offer course work in Accounting, General Business, Finance, Economics as well as other business related topics.
http://kelley.iupui.edu/home/Default.cfm
Internship Information
Students and Employers looking for internship opportunities should contact the following:
| School | Contact Person | Phone Number | Email/ website |
| IUPUI | Teresa Bennett | 317.278.9173 | tkbennett@iupui.edu |
| Butler | Jill Lloyd | 317.940.8025 | jlloyd@butler.edu |
| Marion | Barbara Benson | 317.955.6341 | bbenson@marion.edu |
| University of Indianapolis | Libby Davis | 317.788.3296 | www.indianaintern.net ldavis@uindy.edu |
| Ball State | Sheila Spisak | 765.285.1522 | sspisak@bsu.edu |
| Purdue | Sharon Devaney | 765.494.8300 | sdevaney@purdue.edu |
| Academy of Finance | Dave Stevens | 317.532.6178 | dstephen@warren.k12.in.us |
Transitioning Professionals
For post college professionals who would like to explore a career in financial planning, the FPA of Greater Indiana is pleased to present the following helpful information.
CFP Certification There are almost 300 educational programs that can help you meet the educational requirements to sit for the Certified Financial Planner ® exam. The CFP ® website contains details on these programs http://www.cfp.net/become/Steps.asp.
Certified Financial Planner Board of Standards , Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo)® which it awards to individuals who successfully complete initial and ongoing certification requirements.
Mentoring Programs
- The national FPA website provides information to help transitioning professionals through the following programs:
- FPA Residency program Visit
Local FPA Networking Events
- FPA of Greater Indiana quarterly meetings include a 45 minute networking break mid-meeting with a hot brunch. This is an excellent opportunity for transitioning professionals to network with seasoned financial planners or others who have recently transitioned into the profession. Please ask any BOD member to refer you to such an individual. In addition, several evening networking events are held annually.
- Other organizations to consider for networking: