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FPA Virtual Externship is Underway with 907 Students, Career Changers, and Seasoned Financial Professionals ParticipatingDENVER, June 7, 2021 /PRNewswire/ -- The Financial Planning Association® (FPA®), the largest membership organization for financial planning practitioners and those supporting the financial planning process, today kicked off its second FPA Virtual Externship. Building upon its highly successful 2020 program, created out of the need to provide an alternative to canceled summer internships, FPA is launching an eight-week immersive program for over 900 students, career changers, aspiring financial planners, and seasoned financial professionals. The program focuses on potential new entrants to the profession and seasoned practitioners searching for ways to improve their current planning practices. The FPA Virtual Externship exposes attendees to the insights and practices of multiple financial planning firms. The result is a comprehensive, impactful experience for the participants. The Externship runs from June 7 through July 30. "We are excited to kick-off our second FPA Virtual Externship," says Hannah Moore, CFP®, organizer of the FPA Virtual Externship. "Through this program, we are transforming the way the next generation of financial planning talent is trained. Beyond that, we are increasing access to financial planning by creating an accessible, virtual experience open to all who are interested in a financial planning career." The Externship is supported by outstanding partners like Schwab Advisor Services in partnership with Charles Schwab Foundation. Schwab Advisor Services is providing participants with access to their education resource center and other materials, including their compensation benchmark study. A guest speaker from Charles Schwab & Co. will also present a live session during the Externship. "Talk about turning a challenge of last year into an opportunity that will bring lasting results," said Bernie Clark, Executive Vice President of Schwab Advisor Services. "The Financial Planning Association is once again stepping forward in a big way to make this profession better for those who may be a part of it for decades to come, and we are honored to be even a small part of the effort." The virtual program involves recognized thought-leaders and practitioners who will provide virtual instruction covering eight financial planning modules, including: Financial Planning Module #1: Onboarding Carl Richards, CFP® of Behavior Gap in Park City, UT Financial Planning Module #2: Cash Flow Planning Jamie Bosse, CFP® of Aspyre Wealth Management in Overland Park, Kan. Financial Planning Module #3: Investment Planning Keith Beverly, MBA, CFP®, CFA of GRID 202 Partners in Washington, D.C. Financial Planning Module #4: Risk and Insurance Planning Charles C. Adi, CFP® of Blueprint 360, LLC in Houston, TX Financial Planning Module #5: Estate Planning Catalina Franco-Cicero, CFP® of Tobias Financial in Plantation, Fla. Financial Planning Module #6: Financial Independence/Retirement Planning Angela Moore, CFP® of Modern Money Advisor in Orlando, Fla. Financial Planning Module #7: College Planning and Student Loans Lauryn Williams, CFP® of Worth Winning in Dallas, TX Financial Planning Module # 8: Tax Planning Luis F. Rosa, EA, CFP® of Build Better Financial Future, LLC in Henderson, Nev. Russell Kroeger, CFP®, EA of Upstart Wealth Management in San Francisco, Calif. The structured experience includes recorded and live programming each day of the business week. In addition, lessons and case studies are assigned on that week's topic area. Also included is software training, office hours with practitioner mentors and technology partners, training to help students better understand the professional landscape, guidance on finding a job, real meetings with financial planning clients, and more. Also joining the program is eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. eMoney, as they did in 2020, is providing considerable technology support, including access to their proprietary software to help participants complete case studies. In addition, CFP® professionals from eMoney's in-house financial planning team will be offering guidance to participants throughout the program. "We love introducing eMoney's planning solutions to new users and exposing them to the technology that powers millions of financial plans across the country. The Externship participants will gain first-hand experience creating plans in eMoney, which is a skill that will certainly help them stand out in the job market and as they advance their planning careers," said Celeste Revelli, CFP® and Director of Financial Planning at eMoney. 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® certification will be able to receive 180 hours toward the Standard Pathway for CFP Board's Experience Requirement. Seasoned CFP® professionals participating in the program will earn 12 hours of CFP® CE. All attendees will have the opportunity to earn eMoney certification, utilize the most comprehensive version of the eMoney platform and test out eMoney's new Incentive financial planning and wellness app. They will also be granted access to the Morningstar Advisor Workstation. "The FPA Virtual Externship is a one-of-a-kind program that is making the financial planning profession more visible than ever before," says 2021 FPA President Skip Schweiss, CFP®, AIF®. "The program not only delves into all of the critical areas of the financial planning process but also presents financial planning as a career that is truly accessible no matter your background. I am excited to see how the program progresses this year and in the years to come." Additional participant demographic information will be collected in the coming weeks and available after the program. Any member of the media interested in speaking with an FPA official, program partner, instructor, or participant, can contact Ben Lewis at [email protected] for assistance. About the Financial Planning Association About Charles Schwab About Schwab Advisor Services About Charles Schwab Foundation About eMoney Advisor About Kaplan View original content:http://www.prnewswire.com/news-releases/fpa-virtual-externship-is-underway-with-907-students-career-changers-and-seasoned-financial-professionals-participating-301306951.html SOURCE Financial Planning Association |