Wealth Briefs: FPA externships open, share-class case settled, CFP pass rates, a succession matchmaking service

Trader Talk

Financial Planning Association, in partnership with eMoney Advisor, Kaplan’s College for Financial Planning, the Charles Schwab Foundation and Schwab Advisor Services, has opened registration for the FPA Virtual Externship in the third year of the virtual training program. The eight-week program runs from June 6 through July 29 featuring classes led by more than two dozen experts introducing students into the planning profession. Last year’s program drew almost 500 participants, and the registration deadline is May 27. The cost is $199 for FPA members. “The externship is one of the best ways FPA members, students and career changers can see financial planning in action,” the head of the program, Hannah Moore, said in a statement. “There are dozens of different career options, and externs can see inside real-life client meetings and learn from some of the best in the profession.”

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