Feel capable and confident as you step into the profession.
The FPA Virtual Externship is for YOU.
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 you deserve to enter this career with excitement, not trepidation!
Step into your 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, you get to peek behind the curtain and see over 25 firms and experts at work, and do the work yourself. You’ll also get access to over 20 deliverables and processes from these experts, so you can learn a new way to work that works for you.
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 you 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.
You can also get eMoney-certified and unlock access to Morningstar Advisor Workspace, so you can get first-hand experience with the tools that make your 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.
So the real question is: Why NOT join the externship?
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.)
If you’re interested in the externship, register today to save your spot!
This isn’t an extension of your CFP® program. This is an extension of your experience as a working CFP® professional.
Whether you’re a CFP® student, aspiring planner, or NexGen professional, we’ll help you become the best planner you can be!