Now in its sixth year, The Externship has grown into the premier online training program for those looking to enter or advance in the financial planning profession. With over 2,000 people already ...

Early-career advisors and career changers looking for additional experience working with real client scenarios on the core foundations of financial planning can now apply for Amplified Planning's 2025 ...

You’ve also developed other programs? After we started The Externship, I came to realize that we have a real training problem in the financial planning field. I’d hear it from new financial ...

Their intentions are admirable, but they needed to have these kids walk before they could run. A simple start could pique ...

The new program offers opportunities and events structured for rookies, next-gen advisor leaders, and soon-to-exit veterans.

It also has excellent advisory tools, including an investment checkup, investment fee analyzer, financial planning, cash flow tracking, education cost planning and real-time net worth tracking.

Typical financial planning often involves a mechanical process: collecting historical data, analyzing your current financial situation and creating a standard plan that covers retirement ...