FPA’s Virtual externship is perfect for financial planning students whose in-person internships were put on hold due to current circumstances.

It’s also perfect for those who’ve recently lost their job, want to explore a career change, or who want to dive deeper into the art and practice of financial planning. This externship is entirely online and will run from June 1 through July 31.

Registration is closed; if you are interested in hearing about future opportunities with FPA, please let us know. If you've already registered, log in here.

Why Join the FPA Virtual Externship?

FPA has been creating resources and continuing education for professionals for over 20 years, and we want to support planners and aspiring professionals during this unprecedented time.

With curriculum created and approved by FPA, aspiring and Certified Financial Planner™ professionals can learn more about the profession and its practice from their own homes.

What You’ll Learn Inside The Virtual Externship

Over the course of 8 weeks, externs and program attendees will receive in-depth and expert trainings on:

  • Investment Planning
  • Insurance and Risk Management Planning
  • Client Communication & Care
  • Cash Flow Planning
  • Student Loan Planning and College Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning

Not only will the curriculum offer up-to-date and relevant information, but you’ll also get...

Expert Sessions + Software Experiences Demonstrations

Each week, externs and program attendees will have access to experts sharing their insights into that week’s topic.

More than 25 well-known experts in the profession will offer invaluable resources and insights.

You’ll also get in-depth training during each module, using professional-standard tools and processes that help you provide the best financial plan (and planning services) to clients. You’ll be able to create reports and do the work you would normally do in an externship — but with one major benefit: you’ll get insights into multiple philosophies and firms, instead of just one.

The Goal of the FPA Virtual Externship

To provide students the opportunity to see how financial planning is applied in diverse financial planning firms, and with diverse clientele.

Unlike most financial planning curriculum, information will be presented in dynamic, live discussions that allow you to see how a real Certified Financial Planner™ professional would implement it.

You’ll also have plenty of time and opportunity to develop and articulate your own philosophy on financial planning concepts and how they integrate (or don’t) with firms. You’ll also be called upon to apply critical thinking to multiple plans and evaluations.

Partners

Powered by TD Ameritrade
Featuring FinTech Partner eMoney