Financial Planning Externship

Want To Learn About Financial Planning?

  • Do you have an interested in Investments and Personal Finance?
  • Do you enjoy being socially engaged and creating long-lasting personal connections?
  • Do you want to have the opportunity to control your career path and have autonomy of your lifestyle?

If so, then sign up for the externship today!

Externship Overview

The program is a collaboration between San Diego State University and FPA San Diego. It is meant to provide meaningful experience to students who are motivated to have a career in the Financial Planning Industry.

  • Externship consists of 9 hours of in-office experience over 1-3 weeks. Exact times and days will be coordinated with you and the advisory firm.
  • Experience the day to day life of a financial planning practice. You will get paired with a local San Diego Firm.
  • Get to know the different sides of the business (Planning, Investments, Operations, Advising)
  • Get exposure to the Financial Planning Process and learn how to make a difference in a client’s life.

If you are a student interested in participating, please contact fpasdsu@gmail.com. The externship begins October 1st, 2018.

Earn the Degree

As of Fall 2017, SDSU will offer a specialization in Financial Planning’s part of the Financial Services Major. The degree, with the Certificate in Personal Financial Planning, will automatically qualify students to sit for the CFP® Exam and be one step closer to becoming a CERTIFIED FINANCIAL PLANNER. Contact Professor Warschauer tom.warschauer@sdsu.edu or your counselor to make sure you’re on track.

Earn the Degree

The Financial Planning Association Student Chapter is a great resource for learning more about the industry, meeting local CFP®s, and exploring possible intern and employment opportunities. Contact Blake Pinyan (pinyin.blake@yahoo.com) to join.

 

Advertisements