Learning Center

FPA Virtual Externship 2022

5 (1 vote)

Whether you are a college student looking for the perfect career or a financial planner looking to level up your career, the FPA Virtual Externship is your chance to dig in deep and see financial planning in action — in a whole new way.

Our 100% online program takes the best parts of an internship, like learning from experts and “getting your hands dirty,” and multiplies the effect.

Instead of working with just one firm, you get to peek behind the curtain and see over 25 firms and experts at work, and do the work yourself. You’ll also get access to over 20 deliverables and processes from these experts, so you can learn a new way to work that works for you.

With the FPA Virtual Externship, anyone can learn more about the profession and its practice from their own home. No scanning paperwork or learning how to use a fax machine required.

*Please note the FPA Externship is only available to current FPA members with an active membership through at least the end of August.
To join FPA, please click HERE!
*

All participants will have program access through August 26th, 2022. 
The last day to complete course work and be eligible for the 180 Standard Pathway Experience hours is Friday, August 26th, 2022. 

  • Contains 1 Component(s)

    Welcome to the FPA Externship! As we wait for things to kick off, please make sure you complete the eMoney registration form before 6/3. Please note that eMoney access will be granted during Week 1 (6/6) and participants will begin to utilize eMoney from Week 2 onward. Any participant who does not complete the eMoney registration form will not be able to participate in the 2022 FPA Externship.

    Welcome to the FPA Externship! As we wait for things to kick off, please make sure you complete the eMoney registration before 6/3. Any participant who does not complete the eMoney registration form will not be able to participate in the 2022 FPA Externship. 

    Please note that eMoney access will be granted by the end of Week 1 (6/6) and participants will begin to utilize eMoney from Week 2 (6/13) onward.

    In order to obtain your eMoney log-in credentials for the Externship, this step is required by all participants- even if you already have/utilize an active eMoney account. 

    Please follow the link that appears in the attestation and complete the registration form to create your eMoney account.

    Current eMoney users will receive notification in June of a temporary separate account for Externship use. 

  • Contains 24 Component(s), Includes Credits Includes Multiple Live Events. The next is on 06/08/2022 at 10:00 AM (MDT)

    Onboarding

    This course will become available on Monday, 6/6 at 7:00 AM MST

    Welcome to week 1 of the FPA Externship! This is "Onboarding" week where we will introduce you to the profession and your first steps as a financial planner. You'll get to sit in on the first meeting with real financial planning clients John and Diana and get started working in eMoney. 

    Don't forget to join us for live office hours on Wednesday and for the Live & Local virtual meetups on Thursday night!

  • Product not yet rated Contains 4 Component(s)

    Cash Flow Planning

    This course will become available on Monday, 6/13 at 8:00 AM MST

    Week 2 is all about Cash Flow Planning. Hear from 3 experts! 

    Don't forget to join us for live office hours on Wednesday and for the Live & Local virtual meetups on Thursday night!