A need for higher-level support than interns could provide and a desire to help bright young people develop into full- fledged financial planners were the motivations behind a unique training program at Cornerstone Wealth Advisors, Inc. in Edina, Minn.
The program is based on a medical residency, according to Michael Branham, a financial planner at Cornerstone, and provides three years of on-the-job training. However, unlike other training programs, he said, the trainee in Cornerstone’s program is expected to actually leave the firm after that three-year contract is up.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access