The 2026 Private Wealth intern bootcamp is open for applications

June 29 – July 3 | Dayton, Ohio

This five-day intensive financial planning internship experience is designed specifically for ambitious college juniors and seniors pursuing careers in financial planning, wealth management, and private wealth strategy.

Unlike traditional internships that focus on observation, this program is immersive, hands-on, and built around one goal:

Teaching students how to think like a wealth strategist.

What Makes Our Financial Planning Boot Camp Different?

The Private Wealth Intern Boot Camp bridges the gap between classroom theory and real-world client work. Over five days, interns will be placed into real-world financial planning scenarios and challenged to make strategic decisions just like practicing advisors.

Participants will:

• Analyze complex client case studies based on real situations
• Work through investment allocation decisions
• Build retirement income strategies
• Evaluate estate planning structures
• Discuss tax planning opportunities before year-end
• Navigate risk management tradeoffs
• Present strategic recommendations as a team

Each day includes structured workshops, live modeling exercises, and collaborative planning sessions led by experienced wealth strategists

Anderson Financial Strategies, a leading provider ofcomprehensive financial planning services, has announced the launch of its inaugural PrivateWealth Intern Boot Camp. Designed specifically for college juniors and seniors pursuing careersin financial planning, this week-long intensive program aims to bridge the gap betweenacademic knowledge and real-world practice.

Scheduled to debut June 23- 27, 2025 , the Private Wealth Intern Boot Camp will feature dailyinteractive workshops, emphasizing hands-on applications that extend beyond traditionalclassroom theory. Students will engage directly in real-world case studies, interactive roleplays,and comprehensive financial planning exercises, culminating in a competitive final project—acomplete financial plan developed by student teams.rdth

The boot camp curriculum is thoughtfully structured to provide interns with a holistic view ofthe financial planning profession, covering critical technical competencies as well as essentialsoft skills required for successful client relationships. Participants will gain firsthand experiencein investment strategies, retirement and estate planning, risk management, tax planning, andmore, while simultaneously developing effective communication and interpersonal abilities.

“We recognized a significant gap between textbook knowledge and practical application in thefinancial planning industry,” stated Shon Anderson, Chief Wealth Strategist at AndersonFinancial Strategies. “Our program directly addresses this gap, offering a robust introduction tothe complexities and nuances of private wealth management.

”By participating in the Private Wealth Intern Boot Camp, students will not only enhance theirmarketability upon graduation but will also acquire a clear understanding of the dynamicsinvolved in serving diverse client needs and navigating real-world financial challenges.

The inaugural class will be limited in size to ensure personalized attention and meaningfulmentorship from experienced financial professionals at Anderson Financial Strategies.Interested applicants from accredited institutions are encouraged to apply early to secure theirparticipation.