The Internship Program for Aspiring Black and Latinx Financial Planners
Our mission is to increase the diversity of the financial planning profession to better reflect the population of our country.
As a 501c(3) organization, we endeavor to create opportunities for Black and Latinx individuals to enter the profession, while also offering financial planning firms access to a broader range of skilled professionals from diverse backgrounds.
The core of our organization is matching fee-only and fee-based financial planning firms with qualified diverse candidates for summer internships.
In addition to the internship program, we also provide support in the following areas.
Let's be about the change.
Training and Resources
We provide a wide range of training to both firms and interns so this is a rewarding experience for all parties. We want firms to be successful in hosting interns and we want interns to have a successful financial planning career. We provide hiring, onboarding, and diversity, equity and inclusion (DEI) resources to firms. We offer professional development resources for interns that include webinars, on-demand videos, and one-on-one coaching.
We have a private online community for participating interns and firms. As the program grows, we hope to expand our outreach through mentorships, study groups, and conference meet-ups. We also want to increase awareness of financial planning so more students choose financial planning as a college major and/or career path. We aim to accomplish this by partnering with college and career preparatory high schools, speaking engagements and media coverage.
As we raise more funding and partner with more organizations, we hope to offer more and more scholarships. This can include scholarships for the CFP® coursework, CFP® exam and review courses, industry conference registration fees, professional membership dues, licenses to financial planning software programs, and programs that provide insight into the financial planning profession (ex: The Externship).
"The most impactful thing during my internship was the tremendous hands-on experience I gained every day. I learned so much in 8 weeks.
The experience I gained was very unique due to Covid-19 as I was able to service clients all over the world with a focus on tech professionals and equity compensation."