Deepen your expertise. Expand your network.

Level up your skills and connections in financial planning in just 8 weeks.
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Are you working in financial services (accounting, insurance, etc.), or working in a financial planning firm? 

The Externship has been a game-changer for professionals who want to refine their skills, gain new perspectives, and connect with top experts.

Get the training, insights, and network you need… entirely online! Plus, you’ll join the ranks of over 6,500 Alumni!

The Externship is designed to support your career growth.

Whether you’re looking to improve your technical expertise, earn 500 CFP Board experience hours, or broaden your professional network, this 8-week virtual, asynchronous program is exactly what you need!
Registration for our 2026 program starts April 1st, and the program runs June 1st through July 31st!

"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, like EncorEstates, Redtail, Asset-Map, and NEW THIS YEAR: Nitrogen and Holistiplan!
  • 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.

Since 2020, The Externship has been supported by CFP Board, Charles Schwab, and top organizations. And firms are looking for The Externship on resumes now more than ever! 
Amplified Planning is also the recipient of the 2025 Excellence in Gender, Diversity & Inclusion award from Investment News Women’s Advisor Network.
"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 1st to July 31st, 2026.
  • Completion: You have until August 31st, 2026 to complete all materials and earn a Certificate of Completion to share with employers, CFP Board, and AFCPE
  • Price: $447 (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 6,500 financial planning professionals gain hands-on experience, develop critical skills, and expand their career opportunities.


The Externship is your insider access to the profession from anywhere in the world — without compromising your current job or family life!
Registration opens April 1st and closes May 22nd, so don’t wait!
Apply for a scholarship here. Scholarships re-open April 1st, 2026, and close May 8, 2026.