Internship in Personal Financial Planning

MGMT X 430.383

This internship provides practical experience in a variety of financial planning job functions within the industry and is an opportunity to apply the material previously studied in your personal financial planning courses.

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What you can learn.

Intern with a sponsoring company for a minimum of 120 hours
Secure the internship assignment and the internship is eligible for three months of credit toward CFP Board’s work experience requirement

About this course:

The internship provides practical experience in a variety of financial planning job functions within the financial advisory and wealth management sectors, and it is an opportunity to apply the material previously studied in your personal financial planning courses. Students intern with sponsoring companies for a minimum of 120 hours and must secure their internship assignment and submit all required paperwork by June 17. This internship is eligible for three months of credit toward CFP Board's work experience requirement.

Suggested Prerequisites

It is advisable that you complete the following (or equivalent) since they are prerequisites for Internship in Personal Financial Planning.

Restricted to students enrolled in the Personal Financial Planning Certificate and who have completed a minimum of five courses in the Personal Financial Planning Certificate program. International students must contact the International Student Office at (310) 825-9351 to confirm eligibility.