We'll see you this summer for
The Externship 2025
The only online training experience focused on making an impact with your career in financial planning.
The Externship
The only online training program focused on a career in financial planning
The Externship 2024 is available for purchase now!
EXCITING ANNOUNCEMENT
ABOUT YOUR EXTERNSHIP BENEFITS
CFP Board Standard Pathway Experience Hours
IS NOW
CFP Board Standard Pathway Experience Hours
If you’re on the fence about joining The Externship, this is the year to do it!
4,000+ Extern Alumni
Is this the year you join their ranks?
Join us this summer for 8 weeks that will help you
start (or expand) your career with confidence.
WHAT TO KNOW ABOUT EXTERNSHIP 2025
Cost
$397
Registration deadline
TBD. Registration opens in the spring!
PROGRAM DATES
June 2-August 1, 2024
Where
The Externship is 100% virtual and asynchronous. That means you can take part from any part of the world, at any time of the day.
WHO CAN JOIN?
Anyone interested in starting or advancing in a career in financial planning!
If you’re an employer, click here for information just for you.
The Externship is independently run by Amplified Planning and trusted by:
It's our birthday.
And we're celebrating!
To celebrate year 5 of The Externship, we’re giving 5 seats of The Externship for $5 each. On April 5!
The only way to enter the giveaway is to join our waitlist! The names will be drawn and announced at 5 p.m. CT on April 5! Join the list by April 5 at noon, CT!
We have a proven record of success.
More than 3,200 new and future financial planners have taken the Externship since 2020.
What’s included
Access to financial planning software, tools, and training
8 weeks of virtual learning — from wherever, whenever
500 CFP Board Standard Pathway experience hours
50+ experts and professionals sharing their work and experiences
Watch real client meetings, do real work associated with their plans.
Uncover countless ways to find your own path in the profession
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
Learn more at a free Open-House Webinar!
We make financial planning
come alive
Technology Access
In The Externship, you’ll have the opportunity to get eMoney Certified at no additional cost.
You’ll also have access to and training in the best financial planning tools. By the time you leave this program, you’ll be a highly desirable planner candidate — and can 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!
YOUR Pathway to CFP® CERTIFICATION
For those working toward their CFP® designation, The Externship offers 150 CFP Board Standard Pathway experience hours upon proof of completion.
(Students…that’s enough to fulfill most schools’ internship requirements!)
Experience THE WORK OF a Real Planner
Experience what day-to-day work is like as a financial planner by seeing client meetings, using planning software, and hearing from experts about how they do what they do.
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 witnessing ONE career path, you’ll see dozens of different ways that financial planners think — so you can discover the best pathway for you!
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.
Who are The Externs?
Is The Externship the right place for you? YES!
Our Externs are a diverse group of students and professionals. They come from across the U.S. and even around the world, and range in age from students to retirees. Swipe to “meet” our Externs and why they join The Externship.
Wondering how people fit The Externship into their busy lives? Click here to see a few sample schedules.
FAQs about The Externship
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 500 CFP Board Standard Pathway experience hours, you will need to complete all 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 500 Standard Pathway experience hours is Sunday, August 31st, 2024.
Yes! In previous years, we’ve had Externs who worked a full-time job and were still able to participate and complete The Externship. The program was 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 at your convenience.
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 CT. Additional live calls will be scheduled throughout the week based on speaker availability and specific programming. Externs will be provided with a calendar of events to help manage their schedule.
If you have a conflict, don’t worry, you will be able to watch the replays!
You will need a modern browser to access the course on our site and the ability to access files hosted by Google.
To join live meetings and webinars, you will need to use Zoom. A free account works just fine!
Here is a sample week. NOTE: Not all weeks will perfectly align with this!
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 Moore, CFP®, or a dedicated expert
Wednesday – Live office hours with experts (11am, 1pm, 3pm CT)
Thursday – Live technology training, special topics
Friday – Level-up sessions, homework walkthroughs
The Externship is designed to introduce you to some basic financial planning principles — and to show you how to work with clients well. Even if you’re not a financial planner or a student learning about financial planning, you can take so much away from The Externship!
The beauty of being a financial planner is that our learning is never done! While you may not need CFP Board experience hours, there is a lot of valuable information and you get the ability to learn from other experts — and take a peek inside their financial planning practices.
Yes! There are so many great reasons to become a financial planner and The Externship will highlight different career paths available to you (more than you’ll learn about in school!). Many career-changing Externs have said this program helped clarify their direction in their career as well as bring context to what they learn in their university’s program.
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! In fact, almost a quarter of our Externs every year are “return Externs” who’ve completed the program in previous years.
Best of all, you can earn 500 CFP Board Standard Pathway hours for every Externship you complete.
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! You’ll be eligible to receive experience hours again this year, even if you’ve attend one or more summers in the past.
The great news is that completing The Externship now earns you 500 CFP Board Standard Pathway experience hours!
NOTE: Experience hours will only apply to those who finish The Externship in full and earn their certificate.
Unfortunately, the experience hours provided in this program do not qualify for CFP Board Apprenticeship Pathway requirement. The Apprenticeship Pathway requires that your experience be delivered by personally engaging with individual clients.
There will not be any opportunities to earn CE in the Externship course. If you need CE hours to renew your CFP® certification, check out our CORE and CORE+ subscriptions!
Thanks to our partners, we are able to offer a limited number of full scholarships to The Externship. We will be back with more information on scholarships in Spring 2025!
If your question is not answered above, please contact us at [email protected].
