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

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave