Wealth Management Intern: CFP & Series 65 Prep

CX Institutional, LLC d/b/a Credent Wealth Management offers a structured internship featuring formal training, advisor observation, practical application, and professional development opportunities. It provides exposure to the wealth management profession through 13 structured weeks and a curriculum with 76 training items. The program includes eight hours per day of structured work, plus CFP and Series 65 credential preparation resources to support certification goals.