About the Internship: The CFP™ Internship Career Building Experience:
The CFP™ Internship Career Building Experience is a 10-week summer intensive designed exclusively for students currently enrolled in an accredited CFP® board-registered program and scheduled to graduate this academic year.
This elite program bridges the gap between the classroom and the profession, offering a unique blend of hands-on recruiting firm support and structured technical development. Interns will sharpen their planning skills, expand their professional networks, and gain real-world exposure to the financial planning industry as they prepare for immediate entry into the field as future Certified Financial Planner™ professionals.
What You’ll Do:
As a CFP™ intern, you will:
• Work directly with a financial planning firm approximately 20 hours per week
• Support planning related projects and business initiatives
• Gain experience that may count towards hours for your CFP certification pathway
• Participate in professional development sessions
• Attend leadership speaker series and networking opportunities
• Collaborate with peers and professionals across the financial planning field
• Take part in social and team building events
• Contribute to a showcase project/capstone style presentation at the end of the internship
• Present key learnings and recommendations to leaders at the home office
What You’ll Gain:
This internship is designed to provide students with both career-building experience and a strong introduction to the profession. Benefits of the program include
• Exposure to the day-to-day work of financial planning professionals
• Opportunities to build your professional network
• Access structured learning and mentorship
• Experience in a growing and highly respected area of financial services
• Participation in special summer programming and events
• Potential pathway to future employment opportunities with a participating firm
