INTERNSHIP / EXTERNSHIP PROGRAM
AND FINANCIAL ADVISORY FIRM TOOL KIT
Your firm’s internship program
meets the content, structure and expertise of
The Externship
“Since launching The Externship four years ago, I’ve heard from both large and small firms that they want to make their summer interns’ experiences meaningful, but they often don’t have the curriculum, time or personnel to truly invest in their internship programs.”
The INTERNSHIP/EXTERNSHIP PROGRAM provides the tools for firms to use The Externship as a framework for their existing summer internship programs.
The Amplified Planning team has big dreams for this profession, and we know you do too. We’re excited to help you make this your best summer internship yet!”
Hannah Moore, CFP®, Founder of The Externship
How the Internship/Externship Program Works
- YOU utilize our guides and tools to set up and map out your interns’ summer internship.
- YOUR INTERNS spend part of their workdays participating in the 8-week Externship program. They receive a certificate after completing each week’s curriculum, which you may request.
- YOU can use our prompts to create in-house learning opportunities that complement The Externship and enhance your interns’ experience.
- YOU ALL have a valuable summer internship experience!
Download a printable flier (PDF)
What You Receive: The Financial Advisory Firm Took Kit
- BEST-PRACTICE CHECKLISTS – We identify the experiences and skills your interns need to learn, and how and when you should introduce them.
- RECOMMENDED CADENCES – We help you establish what your interns should be doing daily, weekly, and at the start and end of their internships.
- WEEK-TO-WEEK GUIDE – See what your interns 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 interns each week. You’ll get this early so you can plan ahead for lunch and learns, and other meetings!
- TWO VIDEO CALLS – Begin and end The Externship with calls. You’ll join other participating firms, Externship founder Hannah Moore, CFP®, and our Education Director Lenard Dossey. See how other firms are incorporating The Externship and learn additional education best practices to start and end your internship program well.
COST
$1,500
Firm Support and the Financial Advisory Firm Tool Kit + one complimentary Externship seat for the supervisor
$350
Per Externship seat
DATES
The Externship runs from June 3 – July 26, 2024
Commit to join the Internship/ Externship Program by May 22
PURCHASE DIRECTIONS
Follow these steps to purchase the Internship/Externship Program and seats for your interns.
“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
LEARN MORE AND JOIN THE PROGRAM
- To learn more or join the program, contact Sarah Warren, Director of Marketing [email protected]
