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Program

The Externship Program

June 1, 2026 - July 31, 2026

The Externship, an 8-week financial planner virtual training program, gives students / career changers a deep-dive into the technical and "softer" skills that make a great planner. The Externship provides 500 standard pathway experience hours, access to financial planning software, and insights from 50+ industry experts — helping you build confidence and accelerate your career. 

  • Registration is open Apil 1 – May 22, 2026
  • The Externship program dates are June 1 – July 31, 2026

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