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 later: the average retirement age is now 62 (the age that you can begin drawing on Social Security). However, Social Security benefits increase between the
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 to practice working with clients and building financial plans. That kind of experience also matters when you’re looking for a job — most firms look
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 training program. Externship Benefit #1: Experience Daily Life As a Financial Planner One of the biggest challenges with traditional financial planning courses and textbooks is
Learn how to earn 500 Standard Pathway experience hours toward your CFP® certification in just eight weeks with The Externship.
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.
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 degree and completing financial planning coursework, you need to log a significant number of hours of financial planning experience. However, it can be challenging to
How can you help your financial planning clients achieve financial freedom? Start by having them define what it means to them.
Sometimes, the hardest part of being a financial planner isn’t researching an investment opportunity or figuring out how to help a client with a complicated financial situation. Sometimes the challenge lies in the clients themselves. Every client is unique, of course. But there are certain types of financial planning clients
People seem to love giving others unsolicited financial advice. And that means you’ll probably have to deal with financial planning clients who come to you with ideas based on what they heard from someone else. Whether clients get advice from a parent, friend, or financial personality, it can be a
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