Deepen your expertise. Expand your network.

Level up your skills and connections in just 8 weeks.

Already working in financial services? Are you an advisor or paraplanner already? The Externship is a game-changer for professionals who want to refine their skills, gain new perspectives, and connect with top experts.

Whether you’re looking to improve your technical expertise, earn 500 CFP Board experience hours, or broaden your professional network…

The Externship is designed to support your career growth.

Our 2025 program starts June 2nd and runs through August 1st!

Cost: Just $397

The Externship speaks for itself, and it speaks volumes. Whether you are new to the profession, or an accomplished financial planner you will find what you're looking for. Don't hesitate, you won't regret it, and I will see you in session.

Lukas

Extern Alumni

What you get when you join The Externship

500 CFP Board Standard Pathway experience hours — If you still need hours, this program helps you complete them
Observe top advisors in action, breaking down real financial plans and how they approach unique client situations
Dive deeper into tax planning, investment strategies, and risk management and see how 50+ experts do this work
Get eMoney certified (or re-certified) and pad your resume by learning how to use planning tools firms actually use
Engage with industry leaders and peers to expand your connections and connect with hiring firms

Many financial planners return year after year to The Externship because they gain new insights, keep their skills sharp, and stay connected to industry advancements.

The Externship is trusted by CFP Board, Charles Schwab, and top firms — and more firms are looking for “Externship” on resumes.

The externship offers an abundance of resources that develop all levels of skills and resources. In particular, the access to professional software helps to implement the concepts of financial planning. The various speakers offer specialized discussions such as taxes. I've taken it three times and will participate again as I know I'll continue to learn valuable insights and stay abreast of industry developments.

Mary

Extern Alumni

Here’s what you need to know:

Dates: The Externship runs from June 2nd to August 1st, 2025
Completion: You have until August 31st, 2025 to complete all materials and earn a Certificate of Completion to share with employers, CFP Board, and AFCPE
Price: $397 (includes the program and access to included technology!)
Time Commitment: Approximately 15-20 hours per week, with flexible scheduling and recordings available for all live content

Since 2020, The Externship has helped over 4,500 financial planning professionals gain hands-on experience, develop critical skills, and expand their career opportunities.

If you’re looking for a way to stand out, learn from the best, and grow your career, this program is for you.

Registration closes May 23rd, don’t wait!

Apply for a scholarship here.