Registration Now Open for the 2025 Financial Planning Externship
In its sixth year, The Externship is a transformative 8-week virtual experience aimed at empowering college students, new advisors, and career switchers in the financial planning field.
Amplified Planning is excited to announce that registration for the 2025 Externship program is officially underway. This year promises to be monumental as the program has developed into a premier training path for individuals eager to enter or elevate their careers in financial planning. Anticipation is high with over 2,000 individuals currently on the waitlist, marking this summer’s edition as potentially the largest in its history. Built on the successes of more than 4,500 alumni, the program emphasizes innovative training methodologies tailored to the financial planning profession.
Under the expert guidance of Hannah Moore, CFP®, an acclaimed financial planner and champion of financial education, The Externship delivers an enriching virtual learning journey. Participants can expect hands-on experience along with insights from over 50 industry experts, simulating real financial scenarios with actual clients, while earning 500 hours of experience accredited by the CFP Board on completion. The registration period commences on April 1 and concludes on May 23, with special incentives for early registrants.
Meeting the Demand for Skilled Financial Professionals
As the financial planning sector grapples with a growing shortage of qualified talent, programs like The Externship are increasingly vital. Recent studies from leading industry watchers indicate a pressing need to broaden the talent pipeline in response to the surging demand for savvy financial planners. Notably, last year’s cohort featured over 40% from diverse professional backgrounds, illustrating the program’s ability to accommodate career changers.
“The narrative surrounding a lack of financial advisors oversimplifies the reality; the real challenge lies in providing the necessary training to ensure their success,” stated Hannah Moore. She continued, “By removing obstacles to entry, The Externship fosters meaningful hands-on experience and defines structured pathways into the profession, equipping tomorrow’s financial planners with the essential knowledge and confidence they need.”
A Comprehensive Program for Real-World Challenges
Each participant in The Externship will achieve both 500 hours of experience approved by the CFP Board and 180 hours from the Association for Financial Counseling & Planning Education upon completion. The curriculum addresses fundamental aspects of financial planning while also offering unparalleled insights into how seasoned professionals have navigated their careers. Participants will witness actual client interactions, hear from domain experts on pressing topics, utilize cutting-edge financial planning software, and engage in interactive learning environments that reflect the demands of the industry.
“The Externship bridges the gap between theoretical knowledge and practical application, preparing attendees for the upcoming wave of financial advisor shortages,” remarked Jason Gudenius, Managing Director of Workforce at CFP Board. His organization proudly backs this initiative, highlighting its importance for the future of the profession.
Growing Support from the Industry
The Externship has garnered robust support from preeminent organizations within the financial planning sphere. This includes well-respected entities such as Charles Schwab, eMoney, XYPN, Kaplan, Orion/ Redtail, Asset Map, EncorEstate, DFA, Morningstar, AFCPE, NAPFA, and FPA.
“Talent remains a key differentiator for RIA firms, making it imperative to provide experiential learning opportunities. Programs like The Externship empower new and emerging financial planners to translate academic theory into real-world practice,” noted Leslie Tabor from Charles Schwab. “Our mission aligns with The Externship's goal to cultivate awareness and understanding of the RIA sector among aspiring professionals.”
Affordable Access to Financial Planning Education
To make financial planning education accessible, The Externship is priced reasonably at $397, with additional perks for early registrants. Firms looking to elevate their internship experiences can also engage in a hybrid program, enhancing their summer intern learning with expert guidance through the eight-week schedule.
Various scholarships are available for applicants who meet the program's criteria. Interested individuals can find more information on TheExternship.com.
“The Externship revolutionizes the way financial planning professionals are trained,” expressed Moore. “Whether you are a student, a career changer, returning to the workforce, or a novice in your career, this program offers the vital exposure, education, and experience needed to succeed in financial planning.”
Get Involved and Register Now
Don’t miss your chance to take part in The Externship, which opens for registration until May 23, 2025. To learn more about this transformative program and secure your place, visit TheExternship.com.
About Amplified Planning
Amplified Planning is on a mission to redefine financial planning education and training. Founded by Hannah Moore, CFP®, this organization focuses on providing innovative training initiatives designed to equip financial professionals with practical skills for success. As their flagship initiative, The Externship supports thousands of aspirants in their journey toward becoming proficient financial planners.
Frequently Asked Questions
What is The Externship program about?
The Externship is a comprehensive 8-week virtual training experience aimed at students, new advisors, and career changers seeking to excel in financial planning.
Who leads The Externship?
Hannah Moore, CFP®, an esteemed financial planner and educator, heads the program and facilitates the learning experiences.
How can participants benefit from The Externship?
Participants gain hands-on experience, earn accredited hours, and receive training from over 50 industry experts, sharpening their skills for real-world applications.
What is the duration and cost of the program?
The Externship runs from June 2 to August 1 and costs $397, with discounts available for early registration.
Are there options for scholarships?
Yes, various scholarship opportunities are available for interested individuals based on specific application criteria.
