SDSU Externship Program

Is your firm interested in giving a student the in-office experience of a financial planning practice?

Want to provide the student with the tools to make an informed decision that could affect their future careers?

Do you want to give back and create a memorable experience for a student?

If so, then sign up to be a host for the externship today! 

Externship overview

  • Externship consists of 9 hours of in-office experience throughout the college semester


  • Exact times and days will be coordinated with your firm and the student.


  • Allow the student to experience the day to day life of a financial planning practice. You will get paired with an interested student from San Diego State University.


  • Give the student access to various departments within your firm (Planning, Investments, Operations, Advising).


  • Expose students to the Financial Planning Process and teach them how they can make a difference in a client’s life.


  • Externship should be viewed as job shadowing program. Student should not be asked to do intensive labor.


Contact Jon Beyrer ([email protected]) for more information.


Here is what the student sees regarding this program: