Internship Program
We plan to launch our internship program in 2024.
Our goal is to open applications for our program by December 1, 2023.
We are passionate about educating and empowering the next generation of our profession and working to change our profession from an investment management focused sales culture to a financial planning focused service culture. To be the change we want to see, we are planning to launch our internship program in 2024. Our program will:
- be a paid financial planning internship
- begin in May and end in August
- have 5-10 interns annually
Our goal of our internship program is to educate and empower you to:
- Discern your calling in life
- Discern if this profession is a good fit for you
- Discern what is the right role in this profession
- Discern what company you want to partner with after college
Our internship program is designed for full time college students
that are interested in a career in financial planning.
Our program is a two-part program:
Part 1
of our program is designed for students between their sophomore and junior year and is more of an overview of our profession and a continuation of classroom learning in the real world.
– Job Shadowing
– Interactive industry training with our planners
– Leadership development curriculum
– Joining weekly team meetings
– Learning how to use software and how it impacts clients including
eMoney, Holistiplan, Redtail CRM and more
– Learning CFP Board’s 7 Step Financial Planning Process
Part 2
of our program is designed for students between their junior and senior year and is more of a hands-on experience of learning how to apply what is learned in part 1 and give students a more real-life experience before discerning if this is the profession for them.
– Applying planning process to client use
– Interacting with clients on the phone
– Using financial planning software to build Financial Plans
– Joining Joint Client Meetings with Financial Planners
– Leadership development curriculum
To join our program:
- Apply (when registration is opened)
- Take assessments
- Interview with Beratung Leadership
- Offer
- Signing Day Party
*With our commitment to the CERTIFIED FINANCIAL PLANNER™ certification, we place emphasis on students enrolled in colleges and universities with CFP Board Registered Programs that satisfy the education coursework requirement.
This includes but not limited to:
Penn State – The Behrend College Certificate in Financial Planning
Penn State World Campus – Undergraduate Certificate in Financial Planning
Pennsylvania Western University Edinboro – B.S.B.A., Finance and Personal Financial Planning
Robert Morris – B.S., Business Administration and Financial Planning
Saint Vincent College – B.S., Finance, Investment Planning and Analysis
Shippensburg University – B.S.B.A., Finance and Personal Financial Planning
