Financial Advisory Intern Training Program

Questions? Speak to a Program Advisors

We offer customized training plans based upon your firm’s niche

Why An Intern Training Program?

Client Service Certificate

Our Intern Training Course is an effective solution for employers to provide their interns with a clear understanding of financial planning and investment management without the need to develop an in-house program. This comprehensive educational series covers a wide range of topics, including the ownership of assets, regulations surrounding qualified plans and required minimum distributions, investments, insurance, estate planning, and client service skills. It is specifically designed for organizations looking to furnish their interns with cutting-edge knowledge. Our course acts as a connector between academic learning and its practical application in the workplace. By equipping your future workforce with the necessary tools, you ensure their success and contribute to growth and excellence within your organization. 

  • Completion Time 6-8 hrs
  • Tuition $179.00 (group/corporate discounts available)
  • Flexible Self Study &  Virtual Live Class Format
  • Convenient Online Courses
  • Employee Support 
  • Technical And Client Service Skill Training
  • On Demand Video format
  • Downloadable Course Materials
  • Certificate of Completion
  • Unlimited Access to Training Materials for 12 months 

Lesson Catalog

Registration includes 12 month unlimited access to all current and future learning material

  • Investments including Stocks, Bonds, Mutual Funds, Exchange Traded Products
  • The Signficance of Asset Ownership
  • Basic Estate Planning
  • Risk Management & Insurance
  • Qualified Accounts
  • Annuity Basics
  • The Financial Planning Process
  • Preparing Client Review Meetings
  • Required Minimum Distributions
  • Time Management Skills

Call today to speak with an advisor

862.350.4424 ext 101