Financial Planning for First- and Second-Generation Immigrants
Many of us have heard of the “sandwich generation” — the age when people are both taking care of growing or young adult children and…
Category: Financial Planning
3 Financial Planning Considerations for Single People
As financial planners, we tend to work with a wide variety of individuals, ranging in age, nationality, religious beliefs, gender identities, sexual orientation, and marital…
15 Tips to Manage Lower-Asset Clients With High Expectations
Anyone who has worked in a service industry knows: Clients and customers can, at times, be demanding. Since kicking off The 2024 Externship, we’ve heard…
4 Considerations for Retirement & End-of-Life Planning with Clients
But when we talk about retirement with our clients, we also encounter a touchy subject: end of life. Americans are beginning to retire later and…
5 Ways to Get Financial Advising Experience (Before Becoming a CFP®)
Preparing for a career in financial planning requires more than just completing the right courses and earning your Certified Financial Planner™ credential. You also need…
Why Join the 2024 Externship?
It’s that time of year again — registration for The Externship is open now! This is the fifth year of our flagship training program, and…
Earn 500 CFP Board Experience Hours
Learn how to earn 500 Standard Pathway experience hours toward your CFP® certification in just eight weeks with The Externship.
What to Do When a Financial Planning Client Moves On
How should you respond when a financial planning client says they’re moving on? Learn how to react when one of your clients decides to leave.
6 Ways to Get More CFP® Experience Hours
If you want to become a Certified Financial Planner™, you have to meet several requirements set forth by the CFP® Board. Along with earning a…
