CFS Externship Program

The CFS Externship Program is designed to support the financial planning industry while providing local students with meaningful exposure to career opportunities within the firm.

Participants will gain insight into various roles, with a primary focus on the CFP® professional, and understand the importance of delivering a comprehensive, client-centered financial planning approach in a growing and evolving industry.

The externship includes presentations and discussions with professionals across key roles within the firm, providing a well-rounded perspective on how a financial planning practice operates. 

You’ll hear directly from team members about:

• Their career paths
• Daily responsibilities
• How they collaborate to serve clients
• What it takes to succeed in the industry
  

Frequency: Twice per year
Duration: 4-hour session
Location: CFS Office – Salisbury, MD

Minimum: 5 participants
Maximum: 10 participants
Please note: If the minimum number of participants is not met, the session may be rescheduled or canceled.

Who should apply? 

• College students pursuing finance, business, or related fields
• Individuals interested in exploring careers in financial planning
• Students seeking hands-on industry exposure and professional insight