Become an Externship Expert

Inspire the next generation of financial planners. Be known as an expert in the profession!

Each summer, thousands of aspiring and early-career financial planners participate in The Externship, an 8-week virtual experience designed to show them what financial planning looks like in the real world.

From client meetings to industry tools, and from hands-on assignments to expert interviews, Externs get a front-row seat to the profession, thanks in large part to Experts like you.

We want YOU to be an expert!

When you share your story, your approach, or your unique expertise, you help shape how the next generation of planners sees this work and their place in it.

As an Externship Expert, you’ll:

One particular moment that left a lasting impression was just the diversity of backgrounds that our guest speakers came from. Most of them did not start out as financial planners but eventually found their way to it. It just proves that anyone can get into financial planning even if they never thought they could.

The Externship Experts represent diversity across backgrounds, how they run their practices, their approach to financial planning - and that's just within the same week's topic! After each week I came away with new knowledge and new inspiration that will impact my career going forward

I loved the diversity of financial planning experts: especially women and folks of color. We need so much more representation in the financial planning field, and it's great to see the warmth, encouragement, and expertise from these highly passionate and knowledgeable folks.

What to expect from an Expert session

One 30-45 minute Zoom interview with Hannah Moore, CFP®

We’ll schedule it at your convenience — and you don’t need to prep a slide deck!

A casual, Q&A-style conversation

We will highlight your approach to planning, how you work with clients, and what you’ve learned along the way.

In some instances, Hannah may ask you to come to a LIVE call during The Externship. This depends on our curriculum and will be discussed to ensure you’re available!

Optional screen sharing of client deliverables, planning tools, or workflows

We love a good demo; just be sure to redact client info!

We also offer you the opportunity to share resources or promote your firm/services!

Want to be part of the next Externship?

We’d love to feature you in our upcoming Externship lineup. Please fill out the form below to share your contact information, availability, and a few quick details about your firm or area of expertise. Once submitted, we’ll be in touch to schedule your session and help you prepare.