Give Your Students the Internship Experience...
Students from over 200 colleges and universities participate in The Externship each summer.
The LIVE program runs from the first week of June to the end of July every summer, and Externs have the month of August to complete all required coursework if they want to:
EARN INTERNSHIP CREDIT
Use The Externship to fulfill internship or experiential learning requirements. We provide a syllabus, as well as support for internship approval & reporting.
EARN 500 CFP BOARD HOURS
Whether you’re majoring in financial planning or exploring future careers, The Externship can boost your summer learning (and your resume).
Why integrate The Externship into your summer program?
Students watch real client meetings, complete client deliverables, and learn how to apply their coursework in real planning scenarios.
No need to relocate or adjust work or school schedules. With 15-20 hours/week of recommended time, students can learn from anywhere.
Externs connect with professionals from across the country and form peer communities that continue long after summer ends.
From tech tools to meeting prep and client communication, Externs gain the skills needed to succeed. Employers look for Externship experience!
Access to the best technology in the profession!
- eMoney (+ certification!)
- Asset-Map
- Redtail
- NEW IN 2026: Nitrogen
- NEW IN 2026: Holistiplan
- EncorEstate Plans
