FSMA 8112 - Financial Planning Internship, 12 Credits

Level: Upper

Students complete 15 weeks of supervised field work in a selected financial service provider setting. The student must be engaged in bona fide financial planning work in at least one of the six core areas of investment planning, tax planning, estate planning, retirement planning, employee benefit planning, or insurance/risk management. Students carry out a planned program of educational experiences under direct supervision of an owner, manager or supervisor of financial services and/or financial planning in an organization.