THE 2025 INTERNSHIP / EXTERNSHIP
YOUR FINANCIAL FIRM’S SUMMER TOOL KIT
Pair your firm’s internship program
with the content, structure, and expertise of
The Externship
A note from Hannah Moore, CFP®, founder of The Externship
Since launching The Externship in 2020, I’ve heard from both large and small firms that they want to make their summer interns’ experiences meaningful. But they don’t have the curriculum, time or personnel to truly invest in their internship programs.
Our Summer Internship/Externship program provides a pathway for firms to leverage The Externship — our 8-week virtual program for aspiring planners — inside 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!
How does this work?
WHEN YOU JOIN THE INTERNSHIP / EXTERNSHIP…
- 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. 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.
- EVERYONE has a valuable summer internship experience!
YOU ALSO RECEIVE
- BEST-PRACTICE CHECKLISTS – We’ve identified the experiences and skills that interns need to learn, and then show you 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 & end of their internships.
- WEEK-TO-WEEK GUIDE – See what your interns are learning every step of the way. We’ll suggest 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 hosted by Externship founder Hannah Moore, CFP®, and our Director of Education, Lenard Dossey. These calls are your time to how other firms are incorporating The Externship and to hear about best practices for hosting a positive internship experience.
COST
$1,500 PER FIRM
A flat fee that includes your Internship / Externship Firm Tool Kit + one complimentary Externship seat for the supervisor
$350
Per additional Externship seat (normally priced at $397)
DATES
The Externship runs from June 2 – August 1, 2024
Commit to join the Internship/ Externship Program by May 23, 2024
PURCHASE DIRECTIONS
The 2025 Internship / Externship is not available just yet! If you are eager to learn more or reserve your spot, 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
