Your new career in financial planning awaits you

Train for your future on your schedule

Thinking about a career change or want to re-enter the workforce? Looking for a flexible, financially stable profession with meaningful work?

Financial planning is one of the fastest-growing careers — and the profession needs you now more than ever.

The Externship is the perfect way to explore all that the financial planning profession has to offer.

Our 2025 program starts June 2nd and runs through August 1st!

Cost: Just $397

I was a career changer looking for as much information about the financial planning industry as I could find. There was nothing better than The Externship. It was a firehose of information with incredible guest speakers, and it was exactly what I needed. Since then, I've gone on to obtain my CFP® designation and start my own firm. It all started with The Externship. The entire experience was better than I could have hoped. I'm so glad I did it. I hope you sign up, too. You won't regret it.

Greg

2021 Extern

This 8-week virtual, asynchronous program introduces you to the world of financial planning, giving you hands-on experience, direct exposure to industry leaders, and a clear path to success.

No prior experience? No problem. Work full-time? That’s OK. Watch real financial planners in action, learn the tools of the trade, and discover if this career is right for you before committing to certification… all on your schedule.

What you get when you join The Externship

See what financial planners actually do and decide if this career fits your goals
Learn how financial planning offers a schedule that works for you
Understand how financial planners earn and what career paths exist
Watch how experienced advisors navigate client conversations
Gain hands-on experience with access to industry tools, including eMoney, EncorEstates, Morningstar, and Asset-Map
500 CFP Board Standard Pathway experience hours and 180 AFCPE hours to help you reach your certification goals

The Externship is trusted by CFP Board, Charles Schwab, and top firms — it’s a proven stepping stone for professionals transitioning into a rewarding, flexible career path.

The Externship was a fantastic experience, and happened for me at the perfect time as I was entering the world of financial planning as a career changer. I found tremendous value in having access to real client meetings and hearing many different perspectives from a diverse group of financial planning professionals. I am so thankful someone pointed me to The Externship, and now I would not hesitate to recommend it to someone else!

Steven

2023 Extern

Ready to find your place in the profession?

Here’s what you need to know:

Dates: The Externship runs from June 2nd to August 1st, 2025
Completion: You have until August 31st, 2025 to complete all materials and earn a Certificate of Completion to share with employers, CFP Board, and AFCPE
Price: $397 (includes the program and access to included technology!)
Time Commitment: Approximately 15-20 hours per week, with flexible scheduling and recordings available for all live content

Since 2020, The Externship has helped over 4,500 financial planning professionals gain hands-on experience, develop critical skills, and expand their career opportunities.

The Externship is your insider access to the profession from anywhere in the world — without compromising your current job or family life!

Registration closes May 23rd, don’t wait!

Apply for a scholarship here.