The Externship and your firm
Join us for a free Webinar to learn how your firm can benefit from The Externship!
Wed., April 17, 1 p.m., Central
Sign up for the Firm Open House
The Externship is a 100% virtual and flexible summer program that lets your interns and employees see financial planning in action.
The Externship
June 3-July 26
Time commitment of 20-25 hours a week
Optional Firm Toolkit
Four years and 3,200 alumni
Externs:
- Become certified on eMoney Advisor
- Earn 180 CFP Board Standard Pathway experience hours
- Earn 180 AFCPE® experience hours
- Watch interviews with 50+ experts from across the country
- Sit in on real client meetings
- Participate in live Q&A sessions
- Create client deliverables and receive feedback
- Network with leaders and fellow participants
The Externship at a Glance
Week 1 - OnboardingWeek 2 - Cash Flow Planning
Week 3 - Investment Planning
Week 4 - Retirement Planning
Week 5 - College Planning and Student Loans
Week 6 - Insurance Planning
Week 7 - Estate Planning
Week 8 - Tax Planning
Learn more about the Internship/Externship Program
Financial advisory and planning firms large and small want to make their interns’ experiences relevant, structured, and valuable for both their firm and interns. Amplified Planning’s Internship/Externship Program and Financial Advisory Firm Tool Kit is a framework for your firm’s existing summer internship program.
Internship/Externship flier (PDF)
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Student Flier
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Meet our Founder
Hannah Moore, CFP®
Hannah Moore, CFP® is on a mission to change the way people think and talk about money. Hannah grew up listening to personal finance radio shows and feeling like the advice was off. It was as if the people giving that advice forgot they were speaking to real people.
As a Certified Financial Planner™, Hannah has seen the impact that financial planning done well has on clients’ lives — and how it can truly transform and open a new world of possibilities. Hannah holds a degree in financial services and planning from Baylor University. She brings more than a decade of experience, the perspective of a first-generation college graduate, and a heart to see the financial planning profession thrive.
Hannah is the founder of Amplified Planning and owner and principal financial planner at Guiding Wealth. She and her husband Charlie live in the Dallas area with their three young children.
As a Certified Financial Planner™, Hannah has seen the impact that financial planning done well has on clients’ lives — and how it can truly transform and open a new world of possibilities. Hannah holds a degree in financial services and planning from Baylor University. She brings more than a decade of experience, the perspective of a first-generation college graduate, and a heart to see the financial planning profession thrive.
Hannah is the founder of Amplified Planning and owner and principal financial planner at Guiding Wealth. She and her husband Charlie live in the Dallas area with their three young children.
Some of Hannah’s awards include:
- Industry Transformer Award, 2023, Women in Wealth Management Awards
- Named one of Barron’s 10 People to Watch in Wealth Management in 2022
- In 2020, Hannah became the inaugural recipient of Financial Planning’s Visionary Leader Award for an individual, based on her work creating The Externship at the start of the COVID-19 pandemic.
- Recipient of the 2021 Heart of Financial Planning Award from the Financial Planning Association®
- ThinkAdvisor’s LUMINARIES Class of 2021
- Named by Financial Advisor Magazine as one of 10 Young Planners to Watch in 2018
- Named one of Investopedia’s Top 100 Financial Advisors in the nation in 2019 and 2020