Online Training for Future Planners
The Externship program is taught by over 50 professionals and industry experts, who cover financial planning topics like retirement planning, investment management, and tax and estate planning. Those completing the course earn 180 CFP Board standard pathway experience hours and 180 experience hours from the Association for Financial Counseling & Planning Education.
With close to 700 people on the waitlist before registration was open, Moore expected close to 1,000 individuals to be in this year’s Externship group.
For this year’s Externship, Charles Schwab’s RIA Connect will provide scholarships, speakers and information about current job opportunities in the RIA profession, while the CFP Board will contribute speakers and help those in the program navigate the path to becoming a CFP; the CFP Board is also underwriting part of the registration fee for a number of participants.
Other key partners are eMoney, XYPN, Kaplan, Orion, Morningstar, Asset-Map, the Financial Planning Association, the BLX Internship, Diversitas, Dimensional Fund Advisors, EncorEstates and the Association for Financial Counseling & Planning Education.
