The Externship

Welcome to The Externship, an 8-week, real-world learning experience designed to help you understand what financial planning actually looks like in practice.

Each week, you’ll move through client meetings, expert sessions, technology training, assignments, reflections, and quizzes that build on one another. You’ll get to see how planners think, how firms use technology, how client conversations unfold, and how technical knowledge connects to real human decisions.

Below, you’ll find each week of The Externship organized as its own course. Start with Week 1 and continue through the program in order so you can build your skills step by step and earn your certificates along the way.