Virtual Internship
This would be an intern hired on an ongoing basis for the summer. Most often this includes project work in administrative tasks or financial planning software and assisting with client service.This opportunity would take place virtually.

Onsite Internship
This would be an intern hired on an ongoing basis for the summer. Most often this includes project work in administrative tasks or financial planning software and assisting with client service. This opportunity would take place onsite in an office.

Externship
This would be a “day in the life” of an advisor opportunity and could be done in person or virtually. In addition to showing the student what a day in the life of a fee-only financial advisor looks like from a structure and task perspective, the advisor would provide mentorship about the fee-only financial planning profession for at least the day.

Project work
This would be a student simply completing a project for a firm or advisor. In the past, students have worked on projects calculating RMDs, and have also participated in projects that need to be completed in financial planning software, as most students are competent in this area. Mentorship would also be a key component of this opportunity, providing the student with an overview of an advisor's experiences in the fee-only financial planning profession.