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.
New report shows dimmed outlook for benefits to retirees and disabled Americans, creating further pressure for federal tax hikes or more borrowing.
Open letter to SEC Chair Paul Atkins questions whether the Ivy League university withheld material information prior to its $750 million taxable bond offering.
The Las Vegas-based hybrid RIA overseeing $8.8 billion in assets has named Andy Kalbaugh president to help scale its advisor platform.
The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its advisor and wealth firm users more ways to diversify.
Deal volume increased post-election but now caution has taken over.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
