Internship/Externship for firms
Want more than 3 seats to The Externship? Simply buy The Internship/Externship now and after purchase, you'll be prompted to share your Externs' emails for registration. There, you can add in additional seats and we'll invoice you directly!
The Internship/Externship includes 3 seats to The Externship, as well as everything you see below! Your team gets:- 8 WEEKS INSIDE THE EXTERNSHIP where they'll see real client meetings covering key topics like cash flow, tax, investments, insurance, and more.
- TRAINING & INSIGHTS from 50+ financial planning experts on career paths, client care, niche planning areas, and more.
- DEEP LEARNING with real planning assignments, access to industry-standard software, and structured weekly learning (15–20 hours/week).
- 500 CFP BOARD STANDARD PATHWAY HOURS upon completion of required elements.
- ADMIN PORTAL – Track your team’s progress through The Externship to ensure everyone is on the same page and moving through the curriculum.
- BEST-PRACTICE CHECKLISTS – We share the experiences and skills your team members need access to, and help you identify how and when you can introduce them through your summer training.
- RECOMMENDED CADENCES – We help you establish what your team should be doing daily, weekly, and at the start and end of The Externship.
- WEEK-TO-WEEK GUIDE – See what your team members are learning every step of the way. We’ll provide you with exclusive suggestions on the types of supplemental materials, deliverables, and guest speakers you can provide to your team members each week.
Want more than 3 seats to The Externship? Simply buy The Internship/Externship now and after purchase, you'll be prompted to share your Externs' emails for registration. There, you can add in additional seats and we'll invoice you directly!
