See financial planning in action — with The 2023 Externship.
The Externship is a virtual 8-week, intensive program designed for students, career changers, new planners and even established pros!
This program is perfect for anyone who wants to see financial planning in action and master it for themselves. All from the comfort of their own homes, offices, or couches (we won’t judge!).
The Externships begins June 5th and ends on July 28th.
Receive one-of-a-kind, expert trainings on:
- 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
- Real-world Applications for Planning Software
- … and more!
You’ll create reports and do the work you would normally do in an externship — but with one major benefit: you’ll get insights into 25+ philosophies and firms and use over 20 different deliverables and processes, instead of just one.
There is a wealth of information and experts in various parts of the field inside the externship. I would do this every year just to hear insights of these experts in the industry.
– Brandon Moyer
Externs also get access to a library of recorded lessons that dive deep into unique approaches to financial planning, plus get real-world assignments, in-depth tutorials, and walkthroughs.
You can ALSO access:
- NEW training and role-playing sessions for past externs
- 180 hours toward your CFP® Board experience requirements
- eMoney access and training
- MorningStar access and training
- Redtail access and training
- Income Lab access and training
- Over 20 deliverables and processes shared by financial planning experts
It starts June 5th and we’d love to welcome you in. If you know a fellow professional or CFP® student who could benefit, share it with them!
Remember, The Externship is a completely virtual 8-week program that gives you access to:
- 50+ financial planning experts
- Professional software
- Detailed course material
- Realistic homework projects.
You can attend this online program from anywhere and earn 180 CFP® Board Standard Pathway experience hours if you complete all the coursework by August 31.
HAVE QUESTIONS? RETURN TO OUR EXTERNSHIP REGISTRATION PAGE TO LEARN MORE
See what externs have to say:
“It has solidified my passion for and desire to pursue my goal to become a financial planner.” – Princess Franklin
“This Externship opened the door to the vast array of possibilities available in the world of financial planning. I am so inspired to get going!!” – Stephanie Robson
“This Externship is the best thing I have done on this journey toward becoming a financial planner…It has allowed me to see financial planning in practice, make use of practical software, and really gain better insights into what it means to be a financial planner…I LOVE the emphasis on the human relationship side of financial planning…I am blown away by the quality of experts we have met during the Externship and all they can offer us on our journey.” – Heike Lautenschlager