Information

FPAOC  is awarding one $200 scholarship for one CFP exam per exam cycle. Winners will be announced at our QEM in February, May, August and November. 

Fill out the FPAOC Scholarship Application. 

 

Host FPA Member benefits of taking in an intern:

  • Opportunity to evaluate a potential employee without obligation for permanent employment.
  • Members can seamlessly convert interns into full-time employees who can be immediately productive. Cost-per-hire is significantly decreased.
  • Gain community respect and goodwill as the community and other employers learn of your support of local college students.
  • You can help develop the Financial Planning profession.
  • Benefit from cutting edge technologies, perspectives, and relevant skills currently being learned in college.
  • Help individuals experience our fluctuating industry.

Benefits for the Intern:

  • Make critical professional contacts.
  • Gain valuable experience and knowledge of the Financial Planning process and the industry.
  • Confidence will improve.
  • Learn the business side of a Financial Planning practice.
  • Gain valuable work experience toward CFP Board requirement.
  • Applying academic learning to hands-on situations.

Let us help your firm develop your intern program! 

Download our helpful Startup Kit: FPA Orange County - Internship Startup Kit

Internships: Benefits, Best Practices and Lessons Learned 

Intern Reading Assignment (Articles Linked Below)

For more information please contact: Internships@fpaoc.org.