Externship Open House

Take a peek inside The Externship
on April 4, 2025 at 3pm CT!

Register for our 2025 Externship Open House!

Drop your name and email address below and we’ll send you information for our event.

Get the information you need + decide whether The Externship is right for you.

Our very own Hannah Moore, CFP® will introduce you to our 8-week summer program and demonstrate how it’s helped thousands of students, career changers, and CFP® professionals find their path.

You might also hear from past Experts and Alumni sharing their experience inside The Externship!

You’ll learn how to leverage this program for your education, to explore a potential career change, and to advance your work as a CFP® professional.

You’ll also learn how you can earn 500 CFP Board standard pathway experience hours, 180 AFCPE experience hours, and get answers to your questions. Plus, you’ll get to see what awaits new and returning Externs.

We’ll cover all the essentials for this 8-week virtual training program, like:

Time Commitment

Sponsors

Projects

Expert Instructors

Scholarship Opportunities

Early Registration Perks

Experience Hours

And yes, this Open House is completely free!

It’s your chance to find out exactly how the program works. If you’re considering attending The Externship, this event is an excellent opportunity to learn more.

Missed an Open House?

Playlist

May 8th Open House

42 min

April 17th Open House - Firms

45 min

April 15th Open House - General

46 min

March 20th Open House - Higher Ed

44 min

Sign up for an Open-House Webinar!

Higher-ed Open House

March 20

Download University Assets

General Open House

Mon., April 15, noon, CT

Download Assets

Firm Open House

Wed., April 17, 1 p.m., CT

Learn more about special
options for firms

Can't make it live? That's OK, we'll send a recording.

Register below to get access to our Open House recording.

The Externship is powered by Ampliﬁed Planning and our strategic partners

Who are The Externs?

You might be wondering if there is a place for you in The Externship, and the answer is: YES!

The 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. Get to know eight of our most common types of Externs and why they join The Externship.

Students

The original Externs were college students who lost their internships during COVID. Today, students still make up a large group of Externs. Externs earn 180 CFP Board Standard Pathway experience hours upon proof of completion of The Externship, which is enough to fulﬁll most schools’ internship requirements!

Career Changers

Committed to breaking the barriers to entry to the financial planning profession, The Externship has become an important milestone for career changers. They come to The Externship from areas as diverse as engineering, medicine, and education.

Financial Planners

Current financial planners join The Externship to level-up their skills or as part of earning their CFP Board Standard Pathway experience hours. Because of our amazing Guest Experts, many planners come back every year to learn something new to incorporate into their careers.

Firm Interns

What began as an internship replacement has become an internship supplement, and many firms are using The Externship as part of their summer internship programs. Some firms even do The Externship with their interns, so they can all learn together! If you’re a firm interested in learning more about our supplemental Internship/Externship program, click here. (Internship/Externship program link)

Paraplanners

Paraprofessionals come to The Externship to hone their skills or even prepare to transition to financial planner roles. We also welcome other members of the profession who want to better understand the financial planning process. This includes marketers, accountants, and lawyers.

Veterans

We count many military veterans among our Extern alumni, and are honored to be a resource they use to transition to civilian careers. Like all career changers, we believe veterans have unique skills that can be leveraged into their careers as financial planners.

Universities

From faculty who incorporate The Externship into their courses, to career service offices who recommend The Externship to their students, we love our university friends…and they love The Externship! If you want more information about our academic partnerships, email Sarah Warren.

Returners to the Workplace

The Externship serves as a “returnship” for parents re-entering the workforce. Some have spent 15 years away from the financial planning profession and some are entering it for the first time!