Description

See financial planning in action — with The 2024 Externship

Taking place over 8 weeks, The Externship is a virtual training intensive designed for everyone interested in financial planning: students, career changers, new planners, and even established pros!

If you want to see financial planning in action and master it for yourself, this program is perfect for you.  And because it’s 100% online, you can participate from the comfort of your office, favorite coffee shop, or couch (we won’t judge!).

The Externship begins on June 3rd and ends on July 26th. (However, you have until August 31st to complete all the work and receive your experience hours.)

Receive immersive, expert-level training on a variety of essential financial planning topics:

• 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 hear presentations, read educational materials, watch recorded client meetings, create reports, and do the work you would normally do in a traditional internship — with some significant advantages:

• You’ll be able to set your own schedule and work when it’s convenient for you
• You can work from home or anywhere you have internet access
• You’ll get insights into 25+ financial planning philosophies and firms 
• You’ll receive more than 20 professional deliverables to use as you work
• You’ll get first-hand experience following dozens of different processes, instead of using a single approach

“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

As an extern, you’ll have access to a library of recorded lessons that explore unique approaches to financial planning. You’ll also receive real-world assignments, in-depth tutorials, and step-by-step walkthroughs.

Plus, you’ll get access to valuable resources and tools:

• NEW training and role-playing sessions for past externs
• 500 CFP Board Standard Pathway experience hours (toward your CFP® certification)
• eMoney software and training
• MorningStar platform and training
• Redtail platform and training

Everything starts June 3rd, and we’d love to have you join us! 

And if you know a fellow CFP® professional or aspiring financial planner who could benefit from this program, share it with them!

Remember, The Externship is a completely virtual 8-week program that includes access to…

• 50+ financial planning experts
• Professional software
• Detailed course material
• Hands-on homework assignments based on real-world client scenarios

You can attend this program online from anywhere and earn 500 CFP Board Standard Pathway experience hours as long as you complete all the coursework by August 31, 2024.

HAVE QUESTIONS? RETURN TO OUR EXTERNSHIP 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