The Financial Planning Association is once again offering its eight-week virtual externship program to foster new talent and entrants into the profession, the FPA said in a statement Monday morning.
This is the third year the FPA has offered the program, which will run from June 6 to July 29. Enrollment is open until May 27.
More than 500 people completed last year's program, according to the FPA.
More than 37% of the participants in the 2021 virtual externship program were female. Sixty-five percent were under the age of 39, according to the FPA, while 30% were between the ages of 19 and 24. And more than 42% said they were considering earning the CFP certification.
The externs will access a library of recorded lessons that dive into financial planning, plus get real-world assignments, in-depth tutorials, walk-throughs and live office-hour opportunities with top financial planners, according to the FPA. They'll also get an inside look at client meetings and planner and client relationships.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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