Financial Planning Association Virtual Externship Officially Underway With 1,950 Registered Students and Career Changers
Unlike traditional internships where interns are exposed to only the methodologies followed by the host planner/firm, the FPA Virtual Externship will expose attendees to the insights and practices of multiple financial planning firms. The result will be a more comprehensive, impactful experience for the students.
"This externship highlights the best that
The eight-week virtual program involves some of the most recognized thought-leaders in the profession who will provide virtual instruction covering eight financial planning modules, including:
Financial Planning Module #1: Investment Planning
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Financial Planning Module #2: Insurance Planning
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Financial Planning Module #3: Client Communication and Care
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Financial Planning Module #4: Cash Flow Planning
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Financial Planning Module #5: College and Student Loan Planning
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Financial Planning Module #6: Retirement Planning
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* J.D. Bruce, CPA, PFS of
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Financial Planning Module #7: Tax Planning
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Financial Planning Module # 8: Estate Planning
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Programming is taking place each day of the business week to provide attendees with a structured experience. Each week, lessons and case study assignments focused 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 more. Additionally, virtual happy hours for attendees to connect with their peers and practitioner mentors and access to an online community to promote collaboration is being provided each week.
The externship is powered by TD Ameritrade Institutional, a national cornerstone partner of
"The FPA Virtual Externship brings the future to today. This innovative program not only provides students with an array of topics, instructors and networking opportunities, it introduces a game-changing way to deliver an enriched, professional development experience," said
Also joining the program is eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, as the externship's FinTech Partner. eMoney is providing considerable technology support, including access to their proprietary software to help students complete case studies. In addition, CFP(R) professionals from eMoney's in-house financial planning team will be offering guidance to participants throughout the program.
"At eMoney, we acknowledge our responsibility to help shape the next generation of financial planners and advisors," said
Each week, students will also be encouraged to participate in weekly 'Financial Planning in Action' sessions hosted by the
By the end of the eight-week program, students will be able to articulate various philosophies in each area of financial planning. They will be able to identify their own values that will best position them to serve their clients. Those attending and working towards CFP(R) certification will be able to receive 160 hours toward the Standard Pathway for CFP Board's Experience Requirement.
FPA Virtual Externship participants are in the process of completing a demographic survey, and a full breakdown of the participants will be shared shortly.
"The FPA Virtual Externship is providing an amazing opportunity for students, career changers and others interested in the financial planning profession to learn from a diverse group of practitioners who are sharing their diverse range of philosophies and planning practices with this next generation of financial planners," says 2020
Registration for the FPA Virtual Externship is now closed. Those interested in the program may sign up to learn about future
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About the
About TD Ameritrade Institutional
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most -- serving their clients. Through meaningful innovation, steadfast advocacy and unwavering service, TD Ameritrade Institutional supports RIAs as they build businesses that positively impact their clients and communities. TD Ameritrade Institutional is a division of
About eMoney
eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve 4 million households throughout the
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