Empowering you to achieve even greater career success!

FinLab Club Sign Up Below

Mission Statement Mainly, we teach how to professionally use financial planning software, giving our members are clear competitive edge in starting a career in financial planning. The Financial Planning Club is a professionally led organization for college students and people looking to start a career in planning. We are dedicated to bridging the gap between academic learning and professional success. The Club provides members with direct access to industry experts through speakers, a large focus on software learning sessions, and professional development. We will also work towards keeping our members informed of the latest job and internship opportunities in wealth management and financial planning. The FinLab Club committee ensures that every meeting is strategically aligned with students’ career aspirations, empowering them to build meaningful connections and gain valuable insights into the industry. Click Here to See What You'll Learn by Topic
Learn Financial Planning Software Skills that can launch your career. Sign up below! Learn to use leading industry software:

Advantages

Personalized Software guidance
Personalized training and support to align your abilities.
job access
Connect with top employers and unique opportunities.
Interview help
Professional support for you to prepare for interviews.

Learn More with Case Studies and Software Training.

  • Click Here to See What You'll Learn by Topic

  • Internship and job searching can often be overwhelming, requiring significant time, effort, and persistence. At the FinLab Club, we aim to simplify this process and provide valuable resources without adding stress to your already busy schedule. Recognizing the demands on Finance students, we plan to meet monthly and ensure that every meeting is both informative and efficient. In just 90 minutes, you will gain:

  • -- Real-world case studies and analysis using financial planning software.
  • -- Learning data entry, data auditing, multiple plan tracking methods, recommendation generation, writing the summary letter and providing implementation reports.
  • -- Networking opportunities with financial institutions, advisors, and SU alumni.
  • -- Resume and cover letter advice.
  • -- Connections with like-minded students who share your values and career goals.

Join Our Club:

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Meeting Dates and Location

We meet at the office of InFocus Financial Advisors, Inc. on Fridays. Dates and times are announced regularly and in advance. Our office website for location information is www.retireinfocus.com Our office is at 31454 Winterplace Parkway, Salisbury, MD 21801. Our contact phone and voicemail is shared with The Eastern Shore Leadership Institute and is 833-233-4400.
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