FPA launches second virtual externship program

FPA launches second virtual externship program
More than 900 students, career changers and current practitioners are enrolled in the eight-week program.
JUN 07, 2021

The Financial Planning Association has launched its second, eight-week-long Virtual Externship program designed to attract potential new entrants to the profession and help current practitioners improve their practices.

The program, which will run through July 30, has attracted 907 students, career changers, aspiring financial planners and seasoned financial professionals, FPA said in a release.

The structured experience includes recorded and live programming each day of the business week. Lessons and case studies are assigned on that week’s topic area. Software training, office hours with practitioner mentors and technology partners, training to help students better understand the professional landscape, guidance on finding a job, and meetings with financial planning clients are also included.

Those attending and working toward CFP certification will be able to receive 180 hours toward the CFP Board’s experience requirement. Current CFP professionals will earn 12 hours of CFP continuing education credits.

Latest News

Treasury unveils Trump Accounts fund lineup led by BlackRock, Vanguard, and State Street
Treasury unveils Trump Accounts fund lineup led by BlackRock, Vanguard, and State Street

Five low-cost index ETFs to anchor Trump Accounts as advisors weigh options against 529 and UTMA plans for clients

House panel unanimously advances advisor compensation reform bill
House panel unanimously advances advisor compensation reform bill

A bipartisan proposal aimed at aligning advisor compensation rules with modern business structures is headed to the full House.

Vanilla, WealthFeed land new RIA partnerships
Vanilla, WealthFeed land new RIA partnerships

Vanilla is extending its estate planning tech to Callan Family Office's ultra-high-net-worth business, while WealthFeed's organic growth engine will now be available to roughly 100 advisors at The Mather Group.

As Trump Accounts prep for July 4 launch, Franklin Templeton plans $1,000 match
As Trump Accounts prep for July 4 launch, Franklin Templeton plans $1,000 match

“We are helping families take an important first step toward building a financial foundation for the next generation,” said Franklin Templeton CEO Jenny Johnson

Savant Wealth Management enters Maine with latest acquisition
Savant Wealth Management enters Maine with latest acquisition

Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income

SPONSORED Why direct indexing stopped being optional

Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.