Financial Planning Classes Resources
Seminars
The financial planning program at CLU invites reputed and known scholars in the field of financial planning to present seminars on topics of current and general interest. The program also partners with the FPA of Ventura County to present seminars of topical interest. These financial planning classes also provide C.E. credit to practitioners. View upcoming seminars...
Access "Ready to Go" Seminars in Powerpoint
If you put together seminars on financial planning and are seeking well tailored powerpoint presentations that can be customized to your needs, enquire with us. View seminar demos...
Continuing Education
CFP Practitioners can earn 30 C.E. credit for each of our courses in the financial planning program. Our courses are all graduate level courses and will refresh you in the cutting edge technology in the course of your choice. Approved continuing education credits are also available for CPAs and those who possess a state insurance license. Read more...
Organizations
FPA
FPA - Ventura Chapter
This nationally recognized association for financial planners has its local (Ventura/Santa Barbara) chapter housed at CLU. Find out more about this organization by clicking here...
NAPFA
The National Association of Personal Financial Advisors (Fee only) is another great organization. Find out more about them...
