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FPA 'Externship' Is UnderwayFPA 'Externship' Is Underway

The virtual-only two-month financial planning course is a first for the organization.

Samuel Steinberger, Senior Technology Editor

June 8, 2020

1 Min Read
FPA 'Externship' Is Underway

Almost 2,000 financial planning "externs" are a week into an immersive training program to “apply classroom theory to real-life scenarios.” Scheduled as a two-month “externship,” the Financial Planning Association is running its first FPA Virtual Externship for 1,950 students and career changers, giving participants a chance to learn from multiple financial planning firms and soften the blow of canceled summer internships.

The program includes eight week-long modules, with participants learning from firms as far away as London. The group's first module was on investment planning. While not required, students will also have access to weekly sessions for engaging with "planners from a variety of backgrounds and experiences," hosted by the FPA Diversity and Inclusion Committee.

“Our community and chapters have really shown up to support the program, and all the externs who’ve joined,” says Hannah Moore, organizer of the externship, in a statement. “I am proud FPA saw an opportunity to teach and support the next generation of financial planners during this profound time, and we’ve created something that can guide them into our profession with confidence.”

TD Ameritrade Institutional, soon to be a part of Charles Schwab, and eMoney Advisor are partnering with the FPA to support the program. 

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About the Author

Samuel Steinberger

Senior Technology Editor, WealthManagement.com

Samuel Steinberger is Senior Technology Editor for Informa Connect’s WealthManagement.com. In his role, Mr. Steinberger provides the publication’s wealth and financial technology coverage. 

Mr. Steinberger’s editorial insight and familiarity with technology accelerates Informa’s growth within the financial advisor and wealth management communities, providing in-depth news for advisors and financial professionals. 

Before joining Informa Connect, Mr. Steinberger produced documentaries with former CNN anchor Soledad O’Brien at Soledad O’Brien Productions (formerly Starfish Media Group). He specialized in research, shooting and editing, as well as finding distinct voices to explain topics like mental health, poverty and racial divide. 

Prior to joining Soledad O’Brien Productions, Mr. Steinberger managed multi-departmental technology projects for global legal technology leader Transperfect Legal Solutions. After obtaining his graduate degree in journalism from Columbia University, he completed his transition from technology management to media. 

Mr. Steinberger is an award-winning journalist, author and researcher who has written, edited and reported for a number of publications, including The New York Times, Financial PlanningAmerican Banker and PBS. He is founder of beverages publication Give Me Weird Drinks

Mr. Steinberger’s technology analysis and insight has been featured in several books on virtual and augmented reality. Mr. Steinberger has received awards and recognition for his reporting and research, including the American Business Media's prestigious Jesse H. Neal Award for editorial excellence.

Follow on Twitter: @slsteinberger

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