FPA Virtual Externship

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Financial Planning Association

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About the job

Why Join the FPA Virtual Externship?
FPA has been creating resources and continuing education for professionals for over 20 years, and Amplified Planning wants to create new ways to help planning professionals master their craft.

With curriculum created and approved by FPA and Amplified Planning, aspiring and CERTIFIED FINANCIAL PLANNER™ professionals can learn more about the profession and its practice from their own homes.

What You’ll Learn Inside This Virtual Externship
Over the course of 8 weeks, externs and program attendees will receive in-depth and expert trainings on:

Investment Planning
Insurance and Risk Management Planning
Client Communication and Care
Cash Flow Planning
Student Loan Planning and College Planning
Retirement Planning
Tax Planning
Estate Planning

The Goal of the FPA Virtual Externship
Our goal is to provide students the opportunity to see how financial planning is applied in diverse financial planning firms, and with diverse clientele.

Unlike most financial planning curriculum, information will be presented in dynamic, live discussions that allow you to see how a real CERTIFIED FINANCIAL PLANNER™ professional would implement it.

You’ll also have plenty of time and opportunities to develop and articulate your own philosophy on financial planning concepts and how they integrate (or don’t) with firms. You’ll also be called upon to apply critical thinking to multiple plans and evaluations.


No experience necessary.

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