Externship Time + Format

Do I have time for

The Externship?

How to Make The Externship work for you.

There is a place for you (and your schedule) in The Externship.

The Externship has a time commitment of about 20 hours per week…but don’t let that scare you! There are so many ways to fit The Externship into your schedule. 

Meet four of our most common types of Externs to see how they incorporate The Externship into their busy lives on a Thursday during The Externship.

Weekly Breakdown

Every week, we’ll focus on a key area in financial planning. Each week includes:

  • 3 experts for that topic
  • 1 real client meeting
  • Assignments – quizzes, reflections, and an assignment using that week’s featured technology

Live Meetings (all times CT)
Attending live events is not mandatory. All live events are recorded and posted online within a few hours.

  • Wednesdays
    • 11 a.m., 1 p.m., and 3 p.m. Live Office Hours with the Guest Experts
      Can’t make it live? You can submit your questions beforehand
  • Thursdays
    •  11 a.m. – Live Technology Support Hour 11 a.m.
    • 7 p.m. – Live and Late (our version of happy hour!)

Week 1  Onboarding
Tech Focus: Redtail

Week 2  Cash Flow Planning
Technology Focus: eMoney

Week 3   Investment Planning
Tech Focus: Morningstar

Week 4   Retirement Planning
Tech Focus: eMoney

Week 5  Tax Planning
Tech Focus: eMoney

Week 6  College Planning
Tech Focus: eMoney

Week 7  Insurance Planning
Tech Focus: Asset Map

Week 8  Estate Planning
Tech Focus: EncorEstates

Don’t miss your chance!
Save your seat for The Externship!

We have

big dreams for you

And for the profession

Keep in touch for tips to amplify your career and best serve your clients!