The Externship 2026
Claim Your Certificate of Completion
To unlock your Certificate of Completion and claim your 500 CFP Board standard pathway experience hours, you’ll need to finish each weekly certificate first. Once all eight are complete, you’ll be ready to generate your final certificate and submit your hours.
All 8 weekly certificates complete:
Week 1: Onboarding & Client Care
Week 2: Cash Flow Planning
Week 3: Retirement Planning
Week 4: Investment Planning
Week 5: College Planning
Week 6: Insurance Planning
Week 7: Tax Planning
Week 8: Estate Planning
Missing a weekly certificate? Head back to that week’s course, complete any required activities that don’t have a checkmark yet, and pass the certificate quiz. Then come back here.