THE EXTERNSHIP
The only online training program focused on your career in financial planning.
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The Dates
June 5 – July 28
The Deadline
June 1
What's Included
Access to financial planning software, tools, and training
8 weeks of virtual learning.
Access trainings on your own time
180 CFP® Board Standard Pathway experience hours
50+ experts and professionals sharing their work
Work on real client scenarios and watch client meetings
Countless ways to find your own path in the profession
Employers, learn about our new program for you! Use The Externship’s content, structure and expertise in your summer internship program.
Powered by Amplified Planning and strategic partners
Apply for a scholarship
We believe that diversity of people, process, thought, and ideas are key to the growth and ultimate success of the financial planning profession. Therefore, we are proud to announce that our one-of-a-kind training program will be awarding a limited number of scholarships to deserving individuals demonstrating the need and desire to participate in The Externship.
Internships and Experiential Learning:
On your own schedule.
Whether you’re a college student looking for the perfect career, a career changer curious about this profession, or a financial planner looking to level up your career, The Externship is your chance to dig in deep and see financial planning in action — in a whole new way.
Our 100% online program takes the best parts of an internship, like learning from experts and “getting your hands dirty,” and multiplies the effect.
Instead of working with just one firm, you get to peek behind the curtain and see over 25 firms and experts at work — and do the work yourself. You’ll also get access to over 20 deliverables and processes from these experts, so you can learn a new way to work that works for you.
With The Externship, anyone can learn more about the profession and its practice from their own home. No scanning paperwork or learning how to use a fax machine required.
Best of all? No set schedule.
We created The Externship for YOU.
Our goal with The Externship is to support students, new professionals, career changers, experienced professionals, and those who are entirely new to financial planning – with unique insights into the profession.
We want to show you just what’s possible with a career in financial planning, and show you all the ways you can make a difference in your life and the lives of others.
You’ll get the opportunity to see how financial planning is applied in diverse financial planning firms and with diverse clientele, so you can finally see yourself in the profession.
No experience necessary.
All are welcome.
What you’ll really learn in the externship…
OVER THE COURSE OF 8 WEEKS, EXTERNS WILL RECEIVE IN-DEPTH AND EXPERT TRAININGS ON:
Investment Planning
Insurance and Risk Management Planning
Cash Flow Planning
Student Loan Planning and College Planning
Retirement Planning
Tax Planning
Estate Planning
Navigating Your Career
Real-world Applications for Planning Software
What you’ll really learn in the externship…
OVER THE COURSE OF 8 WEEKS, EXTERNS WILL RECEIVE IN-DEPTH AND EXPERT TRAININGS ON:
Investment Planning
Insurance and Risk Management Planning
Cash Flow Planning
Student Loan Planning and College Planning
Retirement Planning
Tax Planning
Estate Planning
Navigating Your Career
Real-world Applications for Planning Software
USE THE TOOLS THAT MAKE FINANCIAL PLANNING COME ALIVE
eMoney
Learning Centers
Investment mgmt software
As an extern, you’ll get access to and training in the best financial planning tools. By the time you leave this program, you’ll be able to walk into a job and hit the ground running with financial planning software that makes your work easier. Past externs have told us they learn more about these tools in our program than they learn in a software certificate program!
You can also get eMoney Certified!
(One extern said, “The Externship is worth joining simply for the eMoney access!”)
DO THE WORK OF A REAL Financial Planner
Experience what your day-to-day would be like as a financial planner by seeing client meetings, using the software and doing the work as if you were a financial planner.
We want you to experience what it is like to be a financial planner so you have what you need to make the best career decisions for you. Instead of just seeing how ONE planner thinks or one career path, you’ll see many different ways financial planners think and discover what is the pathway for you!
To add to all of that, The Externship also offers live office-hour access to top financial planners — so you can see how some of the best of the best do their work.
Plus, for those working toward their CFP® designation, The Externship offers 180 CFP Board Standard Pathway experience hours upon proof of completion. (That’s enough to fulfill most schools’ internship requirements!)
Join thousands of other aspiring financial planners discovering their pathway
Extern alumni have said this experience helped them:
Identify personal financial planning philosophies
Gain access and training to some of the top financial planning software
Learn from some of the top thought leaders in financial planning
Get an inside look at how financial planning is actually done by the people who actually do financial planning
Access a wealth of knowledge to help them navigate their career
Take an in-depth look at different financial planning areas and how different planners approach different sets of clients (example: investment planning, insurance & risk management planning, etc)
Discover a passion for financial planning
Get real-world experience
Become part of the financial planning community
Serve and engage with diverse people and potential clients
Extern alumni have said this experience helped them:
Identify personal financial planning philosophies
Gain access and training to some of the top financial planning software
Learn from some of the top thought leaders in financial planning
Get an inside look at how financial planning is actually done by the people who actually do financial planning
Access a wealth of knowledge to help them navigate their career
Take an in-depth look at different financial planning areas and how different planners approach different sets of clients (example: investment planning, insurance & risk management planning, etc)
Discover a passion for financial planning
Get real-world experience
Become part of the financial planning community
Serve and engage with diverse people and potential clients
Frequently Asked Questions
The Externship will be between 15-25 hours every week if taken within eight weeks. This includes time in the course, time spent working on the homework and time learning the software. To earn 180 hours of CFP Board Standard Pathway experience, you will need to complete all of Homework assignments before the end of the program.
Participants will have an additional four weeks after the program conclusion to complete course work. The last day to complete any course work to complete the program and/or obtain the 180 Standard Pathway experience hours is Thursday, August 31st, 2023.
No. While FPA is still a partner, The Externship is now no longer offered under their programming. It’s part of Amplified Planning and run fully by Hannah Moore, CFP® (who has run and hosted it since 2020!)
Yes! In previous years, we had externs who worked a full-time job and were still able to participate and complete The Externship. The program has been designed with scheduling flexibility in mind and can be completed on your time. There are live elements each week, but they are recorded and available for you to watch the next day.
Every week there will be live office hours and calls. We would love it if you could make the calls and ask questions live, but if you can’t, replays will be posted within 24 hours for you to watch.
Scheduled live office hours are every Wednesday at 11am, 1pm and 3pm CST. Additional live calls will be scheduled throughout the week based on availability of speakers and specific programming. Externs will be provided with a list of the live calls to help manage their schedule.
If you have a conflict, don’t worry, you will be able to watch the replays!
Monday – Meet the weekly experts as they showcase how they do financial planning
Tuesday – Technology training, homework assignments given, sit in on real financial planning meetings with Hannah
Wednesday – Live office hours with experts (11am, 1pm, 3pm CST)
Thursday – Live technology training, special topics
Friday – Level Up sessions, Homework walkthroughs
Yes! Even if you don’t have experience within financial planning, we will walk you through everything you need to know.
Yes! While you may not need the CFP Board’s experience hours, there is a lot of valuable information and valuable looks inside other financial planning practices.
Yes! There are so many great reasons to become a financial planner and The Externship will highlight the many different career options available in this field. Many previous Externs have said it has helped clarify the direction they want to take in their career as well as bring context to what they learn in their education courses.
Whether you love numbers, want to help people live their best lives, or find fulfillment in working on teams, financial planning may be your ideal career path. The Externship showcases just what a planner’s work looks like, and how you can make an impact with this career!
You’ll get the opportunity to see how financial planning is applied in diverse financial planning firms, and with diverse clientele, so you can really decide if this career is for you.
Yes! We love seeing familiar faces!
Yes! You’ll be eligible to receive the experience hours again this year. The great news is that it provides 180 hours this year! Experience hours will only apply to the standard pathway requirement.
Unfortunately, the experience hours provided in this program do not qualify for the CFP Board Apprenticeship Pathway requirement. The Apprenticeship Pathway requires that your experience be delivered by personally engaging with individual clients.
We have a number of scholarships available for whom the fee is limiting. Check back in with us soon for the scholarship application.
If your question is not answered above, please contact us at [email protected].
