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The Externship Increases Experience Hour Benefit From The CFP Board Beginning Summer 2024

The Externship Increases Experience Hour Benefit From The CFP Board Beginning Summer 2024

从2024年夏季开始,外部援助增加了CFP董事会的体验时长福利
PR Newswire ·  05/21 21:00

The Externship, the premier 8-week virtual training program for new and aspiring financial planners, now features a benefit of 500 standard pathway experience hours from The CFP Board.

Externship是为新手和有抱负的理财规划师提供的为期8周的首要虚拟培训计划,现在可享受CFP董事会提供的500个标准途径体验时间。

DALLAS, May 21, 2024 /PRNewswire/ -- Hannah Moore, CFP, the creator of The Externship, is excited to announce a significant enhancement for the upcoming summer cohort. Starting in 2024, participants of The Externship will earn 500 standard pathway experience hours from The CFP Board, a substantial increase from the previous 180 hours.

达拉斯,2024年5月21日 /PRNewswire/ —《外部关系》的创作者CFP汉娜·摩尔很高兴地宣布对即将到来的夏季剧集进行重大改进。从2024年开始,实习计划的参与者将从CFP委员会获得500个标准路径经验小时,比之前的180小时大幅增加。

"This increase in experience hours is phenomenal," Moore stated. "The CFP Board's decision to increase the hours to 500 is a testament to the program's workload and its profound impact on participants."

摩尔说:“体验时间的增加是惊人的。”“CFP董事会决定将课时增加到500小时,这证明了该计划的工作量及其对参与者的深远影响。”

The Externship increases experience hour benefit from The CFP Board beginning summer 2024

从2024年夏季开始,实习计划增加了CFP董事会的经验时长福利

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Launched in 2020 in response to the disruption of traditional internships, The Externship has swiftly become a cornerstone training program in the financial planning industry. Now in its fifth year, the 8-week virtual program has trained over 3,200 aspiring financial planners. With instruction from more than 50 industry professionals and experts, the curriculum spans crucial areas of financial planning, including retirement planning, investment management, and tax and estate planning.

为了应对传统实习的颠覆,The Externship于2020年启动,已迅速成为财务规划行业的基石培训计划。这项为期8周的虚拟计划现已进入第五个年头,已经培训了3,200多名有抱负的理财规划师。该课程由50多位行业专业人士和专家授课,涵盖财务规划的关键领域,包括退休规划、投资管理以及税收和遗产规划。

The Externship is widely regarded as an essential experience for new and aspiring financial planners. Utilizing best practices in education, it provides participants with an immersive glimpse into the profession, equipping them with the necessary skills and knowledge to thrive.

对于新手和有抱负的理财规划师来说,实习被广泛认为是一次必不可少的体验。它利用教育领域的最佳实践,让参与者身临其境地了解该行业,为他们提供蓬勃发展所必需的技能和知识。

"It takes 6,000 standard pathway experience hours for a financial planner to earn their Certified Financial Planner designation," Moore explained. "For non-traditional students, veterans, career changers, and many other aspiring planners, the barriers to entry can be daunting. My mission is to make training both affordable and accessible, helping to alleviate the talent shortage in the profession. Today's announcement from The CFP Board is a big step in helping future financial planners."

摩尔解释说:“理财规划师需要6,000个标准途径经验小时才能获得注册财务规划师称号。”“对于非传统学生、退伍军人、职业改变者以及许多其他有抱负的规划者来说,进入壁垒可能令人望而生畏。我的使命是使培训既负担得起又易于获得,帮助缓解该行业的人才短缺。CFP董事会今天的公告是帮助未来理财规划师的重要一步。”

The Externship is trusted by companies and organizations throughout the financial planning profession, including lead partners The CFP Board and Charles Schwab, as well as partners eMoney, XYPN, Asset-Map, Association for Financial Counseling & Planning Education, Dimensional Fund Advisors, EncoreEstates, the Financial Planning Association, Kaplan's College for Financial Planning, Morningstar, Orion. In addition, The Externship partners with the BLX Internship, and Diveristas.

该实习计划受到财务规划行业各公司和组织的信任,包括主要合伙人CFP董事会和查尔斯·施瓦布,以及合作伙伴eMoney、XYPN、Asset-Map、财务咨询与规划教育协会、Dimension基金顾问、EncoreEstates、财务规划协会、卡普兰财务规划学院、晨星猎户座。此外,《实习计划》还与BLX实习和Diveristas合作。

Doors to The Externship, which costs just $350, close on May 29. To learn more, please visit theexternship.com.

售价仅为350美元的《实习计划》的大门将于5月29日关闭。要了解更多信息,请访问 theexternship.com。

SOURCE The Externship

来源 The Externship

译文内容由第三方软件翻译。


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