An Affordable Way to Find Your New Apprentice

News & Events


CFP Board in the News

An Affordable Way to Find Your New Apprentice

Oct 10, 2012

Need to lighten the work load of the associate advisers in your office, but don't want to add a new staffer?

Try building an internship program. College-level interns are affordable labor for established wealth management firms and, potentially, a good source of new associates...

You are most likely to find an intern who can hit the ground running by partnering with one of the about 200 U.S. colleges that offer financial planning degrees. Leading schools include Texas Tech, Virginia Tech and the University of Georgia, but the Certified Financial Planner Board of Standard Inc's website has a full list. The board has seen a 20 percent increase in schools offering financial planning degrees in the last two years. Read more >

    Jennifer Hoyt Cummings
    October 10, 2012

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.