Expecting its largest cohort yet, The 2026 Externship introduces a new mobile learning platform, two new major technology partners, and two real client case studies that bring complex planning ...

A unique online training program for aspiring financial planners is now taking applications for its 2024 session. The Externship, which is set to run from June 3 to July 26, is entering its fifth year ...

Host Robert Brokamp speaks with Hannah Moore, founder of Amplified Planning, and creator of The Externship, a summer program ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with ...

Our CFP program is 100% online. All courses are asynchronous, and course materials are available online for each student without scheduled meetings. Students are required to complete six CFP ...

Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Many financial planners also provide investment management. Many, or all, of the products ...