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Application CLOSED - The 2024 Externship: Earn 500 CFP Board Experience Hours

Employer
CFP Board
Location
Virtual
Salary
Earn 500 Experience hours to apply toward your CFP® certification.
Closing date
May 21, 2024

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Job Role
Financial Planner
Employment Type
Part Time
Level
Internship
Experience Level
None
CFP® Certification
Not necessary

Job Details

We do not have any remaining discounts to disburse and the application for discounts has closed. Regular registration for the Externship remains open until Friday May 24.  

The Externship is a virtual 8-week, intensive program designed for students, career changers, new planners and even established CFP® Pros! This program is perfect for anyone who wants to see financial planning in action and master it for themselves.

Receive one-of-a-kind, expert trainings on: Investment Planning, Insurance and Risk Management Planning, Cash Flow Planning, Student Loan Planning and College, Navigating Your Career, Real-world Applications for Planning, and so much more!

The Externship begins June 3rd and ends on July 26th.

During the 8-week Externship, you will:

  • Watch interviews and client meetings with experts from across the country and participate in live Q&A sessions.
  • Create client deliverables and receive feedback.
  • Network with leaders and fellow participants.
  • Get certified on eMoney Advisor and gain experience on other financial-planning software.
  • No selling. No cold calling. No reviewing products or services.

CFP Board is a proud partner of The 2024 Externship. A limited number of Externship seats are available at a special CFP Board price of $150 (a $200 discount). This discount cannot be applied to an existing 2024 Externship registration. Discount codes will be distributed on a first-come, first-serve basis to those who meet the eligibility criteria below:

  • Have a CFP Board account. Click here to create one.
  • Are not yet registered for The Externship.
  • In the “Add a cover message” text box below please tell us:
    • Your CFP ID from your CFP.net account
    • If you are a career changer (and your current/previous industry)
    • If you are a recent graduate (January 2023 or later) and your major

Selected winners will be notified on a rolling basis. Selected winners must register for The Externship within 7 days of being notified of their discount code.

Please refer any questions about this opportunity to workforce@cfpboard.org.

Company

Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board to putting their clients' best interests first.

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