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…
Category: Financial Planning
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 Externship?
Wondering whether The Externship is the right place for you? Here are five reasons to invest in yourself and your career with our virtual summer…
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…
What “Financial Freedom” Means to Your Financial Planning Clients
How can you help your financial planning clients achieve financial freedom? Start by having them define what it means to them.
4 Tips to Help Your Clients Handle Financial Conflict With Each Other
Sometimes, your job as a financial planner involves conflict resolution. ou might have to figure out how to work with a client who disagrees with…
4 Questions to Ask to Help Clients Set Financial Goals
As a financial planner, you help your clients create a road map to meet their financial goals. But that can be challenging when your clients…
