FPA Local Chapters:
You are a part of something bigger.
(an awesome experience that benefits your members!)
We created the FPA Virtual Externship for your members
The FPA Virtual Externship is an 8-week, intensive program designed for new financial planners and current CFP® students who want to see financial planning in action — and feel confident that they can serve their clients well!
Experienced planners will all attest to feeling totally unqualified to support clients or build their firms when they first started. The Externship was designed to change that for aspiring and new financial planning professionals — because everyone deserves to enter this career with excitement, not trepidation!
Externs step into their CFP® designation confidently
Our 100% online program takes the best parts of an internship, like learning from experts and “getting your hands dirty,” and multiplies the effect.
Instead of working with just one firm, externs get to peek behind the curtain and see over 25 firms and experts at work, and do the work themselves. They’ll also get access to over 20 deliverables and processes from these experts, so they can learn a new way to work that works for them.
With the FPA Virtual Externship, anyone can learn more about the profession and its practice from their own home. No scanning paperwork or learning how to use a fax machine required.
What will externs really learn inside the externship?
Over the course of 8 weeks, externs and program attendees will receive 180 CFP® experience hours, through in-depth and expert trainings on:
- Investment Planning
- Insurance and Risk Management Planning
- Cash Flow Planning
- Student Loan Planning and College Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Navigating Your Career
- Real-world Applications for Planning Software
Externs get access to a library of recorded lessons that dive deep into unique approaches to financial planning, plus get real-world assignments, in-depth tutorials and walkthroughs.
They can also get eMoney-certified and unlock access to Morningstar Advisor Workspace, so they can get first-hand experience with the tools that make their career easier.
To add to all of that, the externship also offers live office-hour access to top financial planners — PLUS a unique look inside client meetings and a real-life planner/client relationship.
Internships and continuing education: Reimagined.
While we know the value and experience that comes from learning in-person can never be underestimated, we think this deep-dive learning opportunity is second-to-none. (Plus, you can’t beat 180 CFP® experience hours.)
Your members will love the externship, by participating or promoting – they can be a part of something BIG for our profession.