THE INTERNSHIP / EXTERNSHIP
YOUR FINANCIAL PLANNING FIRM’S SUMMER TRAINING… MADE EASY!
Train your interns & team
with the content, structure, and expertise
inside The Externship
A note from Hannah Moore, CFP®, founder of The Externship
Since launching The Externship in 2020, I’ve heard from large and small firms alike, saying that they want to make their summer interns’ experiences meaningful. Some also want to have an annual training program for their existing teams.
But they don’t have the programming, time, or personnel to truly invest in their internship or team development programs.
Our Internship/Externship program provides a pathway for financial planning firms to leverage The Externship — our 8-week virtual training program.
How does it work?
Your team gets
- REAL CLIENT MEETINGS with Hannah Moore, CFP®, covering key topics like cash flow, tax, investments, insurance, and more.
- TRAINING & INSIGHTS from 50+ financial planning experts on career paths, client care, niche planning areas, and more.
- DEEP LEARNING with real planning assignments, access to industry-standard software, and structured weekly learning (15–20 hours/week).
- 500 CFP BOARD STANDARD PATHWAY HOURS upon completion of required elements.
Your manager gets
- BEST-PRACTICE CHECKLISTS – We share the experiences and skills your team members need access to, and help you identify how and when you can introduce them through your summer training.
RECOMMENDED CADENCES – We help you establish what your team should be doing daily, weekly, and at the start and end of The Externship.
WEEK-TO-WEEK GUIDE – See what your team members are learning every step of the way. We’ll provide you with exclusive suggestions on the types of supplemental materials, deliverables, and guest speakers you can provide to your team members each week.
- ADMIN PORTAL – Track your team’s progress through The Externship to ensure everyone is on the same page and moving through the curriculum.
Affordable, integrated training
For just $1,797, you get a syllabus, 3 seats to The Externship (valued at over $1,300), and admin access to our learning environment.
Why trust Amplified Planning with your team’s training?
The Externship has over 6,500 Alumni and an average Net Promoter Score of 9.6. Firms tell us every week that hiring Externs was the “best move they’ve made.” And our Internship/Externship program makes it easy for firms to train exceptional planners faster!
Hannah & Amplified Planning have also been recognized in the profession for:
Excellence in Gender, Diversity & Inclusion, 2025, Investment News Women’s Advisor Network
Innovator of the Year Award, 2024, Wealth Management
Excellence Awardee, Female Trailblazer of the Year, 2024, Women to Watch
Luminaries With Heart (Honoree) 2024, ThinkAdvisor
Industry Transformer Award, 2023, Women in Wealth Management Awards
Want to learn more about The Externship as a whole, and how our 8-week virtual program works?
WANT TO JOIN THE INTERNSHIP/EXTERNSHIP?
COST
$1,797 PER FIRM OR PROGRAM
A flat fee that includes your Internship / Externship Firm Tool Kit + three complimentary Externship seats
Additional costs accrued for each additional Externship seat.
Email us at [email protected] to hear about our special firm rates!
DATES
Registration opens April 1, 2026.
The 2026 Externship runs June 1st-July 1st, and all materials must be completed by August 31st to earn CFP Board standard pathway experience hours.
PURCHASE STEPS
Purchase The Internship/Externship below for up to 3 interns, students, or team members. (You might want your internship program director or team manager to have access, which will count toward your seat count!)
If you have more than 3 Intern/Externs, you can purchase additional seats at amplifiedplanning.com/externship.
If you have questions about your firm, program, or team joining The Internship/Externship, please contact us at [email protected]
“The Externship’s commitment to widening the reach of financial planning is multi-dimensional, thoughtful, and amazingly accessible. Hannah is leading and growing an education-based, experiential ecosystem that fosters impactful connections between aspiring planners and seasoned ones. As a curious learner herself, Hannah models key behaviors that ultimately benefit clients, planners, and the profession.”
Ron Cohen, Extern Alum