FPA brings back virtual externship program

FPA brings back virtual externship program
This is the third summer the FPA has offered the program, which fosters new talent and entrants into the profession.
APR 25, 2022

The Financial Planning Association is once again offering its eight-week virtual externship program to foster new talent and entrants into the profession, the FPA said in a statement Monday morning.

This is the third year the FPA has offered the program, which will run from June 6 to July 29. Enrollment is open until May 27.

More than 500 people completed last year's program, according to the FPA.

More than 37% of the participants in the 2021 virtual externship program were female. Sixty-five percent were under the age of 39, according to the FPA, while 30% were between the ages of 19 and 24. And more than 42% said they were considering earning the CFP certification.

The externs will access a library of recorded lessons that dive into financial planning, plus get real-world assignments, in-depth tutorials, walk-throughs and live office-hour opportunities with top financial planners, according to the FPA. They'll also get an inside look at client meetings and planner and client relationships.

Latest News

Departing Gurbir Grewal took the SEC "into new territory"
Departing Gurbir Grewal took the SEC "into new territory"

Having led the division of enforcement since 2021, Grewal's tenure included record penalties against firms for securities-law violations.

Choosing the name of your new RIA is "like getting married"
Choosing the name of your new RIA is "like getting married"

Name for new business should consist of values, beliefs and "the why", advisors say

B. Riley sees another top advisor jump ship
B. Riley sees another top advisor jump ship

“It makes you wonder what’s next,” says one recruiter.

Vanguard Charitable cheers $20B grant milestone
Vanguard Charitable cheers $20B grant milestone

The leading non-profit and donor-advised fund sponsor cited exponential growth in giving, particularly among long-term philanthropic investors.

Focus Financial partner Kovitz to absorb Fort Pitt Capital
Focus Financial partner Kovitz to absorb Fort Pitt Capital

The latest development will add $5.9B to the Chicago-based powerhouse while extending its reach in Pennsylvania.

SPONSORED Leading through innovation – with Tom Ruggie of Destiny Wealth Partners

Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.

SPONSORED Client engagement strategies, growth and retention in the down markets

Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market