Financial, Insurance, Investment, & Taxation InternAt — FI Tax Planning, Inc & FIT Planning Group,Inc

Unpaid: Academic & CPA Hour Credits (and CFP for any financial planning work)

Unique opportunity to work directly with the three main partners of our practice. There are different disciplines to learn, starting first with taxation and accounting, then move to personal financial planning. Depending on the student progress, he/she will learn all the services provided in terms of financial planning, along with investment and insurance products.

ALSO, we are hiring full time as well too, so this will be a great opportunity to get to know us and for us to get to know you. Currently, we have 4 staff members on the Tax & Accounting Team. 

Please feel free to contact us for more information. 

Daily meeting with the firm partner(s), learn the various programs we used, aid in our marketing and advertising campaigns including social media, work collaborative with our CPA and help with accounting processes, attend various training with other professionals in the office, aid in client and other professional meetings.

Training:

Training include an initial orientation (mandatory) of our firm history and practice, weekly scheduled one-on-one mentor meetings, job shadowing of various professionals in the office relating to their area of expertise, workshops/skills training, provision of work samples, overview/contextualization of assigned tasks, training literature reviews and testing.

Learning Outcomes:

By the end of the academic internship, the student will be able to understand the personal financial services industry in the board areas of investments, insurance and taxation. In addition, the skill set require to be successful when dealing with other professionals, prospective clients, and existing clients.