Internship Materials
We've put together a full set of ready-to-use materials for firms looking to build or refine their own internship program. This includes hiring guides (a University of Denver Daniels internship guide plus a job description template and an interview guide with scoring rubric), training resources (a sample training schedule and task tracker to structure the intern's day-to-day), and a capstone project package (the project prompt with supplementary materials and a final scorecard for evaluating outcomes). Together, these give another advisor a turnkey framework for recruiting, training, and assessing a wealth management intern.