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NexGen Study Group: Case Analysis
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When: Thursday, October 10, 2019
8:30 - 10:00 A.M.
Where: Investopedia
114 W. 41st Street
8th Floor, Bull Conference Room
New York, New York  10018
United States
Contact: 303-867-7187

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FPA of Metro NY Chapter NextGen Study Group

What is the NexGen Study Group?

NexGen is a sub-community for new CFP® professional planners, career changers early in their careers, and students or professionals aiming to become CFP® professionals.  

This study group is a place where those who are growing as planners can network with peers and learn from those who have gone before us.

If you are looking to:


 Gain insights into potential career paths
Develop planning expertise
Learn how to grow your business
Service clients more effectively
Make an impact on the profession you love…

The NexGen study group is for you!


Topic for the Thursday, October 10th Session - Case Analysis: Carl and Naomi Berman


During this session, we will be discussing a case from the 2018 Financial Planning Challenge and working on a SWOT analysis as a group.  Here is a link to the case.  Please come prepared to contribute!


*Please register by Wednesday, October 9 at noon.




Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017

Phone: 800-322-4237 ext. 7187



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