https://amplifiedplanning.com/instagram/

Amplified Planning, 2007 N Collins Boulevard, Suite 503, Richardson, TX (2026)

06/03/2026

One of the hardest parts of starting a career in financial planning is the education isn't the same as ex*****on.

You can understand the technical concepts and still feel unsure about leading a client meeting, navigating emotional conversations, or making judgment calls in complex situations.

That gap is more common than people think.

Real confidence is usually built through exposure, like seeing how experienced planners communicate, think through trade-offs, and guide clients in practice.

That’s why real-world experience matters so much early in a planner’s career. And it’s why programs like ours exist!

05/29/2026

The Externship exists because of the organizations and institutions that choose to invest in the next generation of financial planners.

We’re grateful for the partners who offer their technology, education, resources, and community, and who care about supporting a learning experience grounded in real-world practice.

This program is stronger because of all of you.

Advisor Services

advisor
Nitrogen
Holistiplan

Dimensional Fund Advisors

College for Financial Planning –
XYPN

Women’s Alliance for Financial Planners

05/27/2026

Can you believe it??? Over 2,650 people joined The Externship!

We're so excited to kick off Monday.

If you’re joining us, get ready for a great summer.

If you haven’t joined us yet… you might be able to sneak in 🤫

Give it a try at theexternship.com

05/22/2026

TONIGHT: Registration for The Externship closes at 11:59 p.m. CT. (May 22nd)

This is your last chance to join The Externship and get:

💻 Hands-on experience with tools like Asset-Map, eMoney, Nitrogen, and more!
🎥 Exposure to real clients and planning meetings!
🔥 Career clarity, community, and 500 CFP Board standard pathway experience hours

Schwab Advisor Services
Advisor
College for Financial Planning
Asset-Map

official
Dimensional Fund Advisors

Women's Alliance for Financial Advisors

Don’t miss it. We won’t reopen until next summer... and you can't join after tonight!

Grab your spot at theexternship.com

05/21/2026

This is it: LAST CHANCE to join The Externship! 📣

Doors close this Friday (May 22nd) and once they do, they won’t open again until next summer.

✅ 500 CFP Board standard pathway experience hours (and 180 AFC® hours!)
✅ Access to pro-level financial planning tools for free
✅ Real client meeting videos detailing an entire financial plan that YOU will create
✅ 50+ expert sessions and weekly networking calls
✅ A community that gets why you’re doing this work

If you’re thinking about a career in financial planning or already on the path but want more clarity and direction, The Externship is built for you.

Let’s get you in the room before the doors close.

Grab your spot at theexternship.com

----

This summer's Externship is brought to you by
Schwab Advisor Services
Advisor
College for Financial Planning
Asset-Map

official
Dimensional Fund Advisors

Women's Alliance for Financial Advisors

05/20/2026

🚨🔔 Registration closes FRIDAY 🔔🚨

Still thinking about joining The Externship? Here's what you'll miss if you don't:

— Real tools: eMoney, Asset-Map, Nitrogen, Holistiplan, Redtail, and EncorEstate Plans
— 500 CFP Board standard pathway experience hours
— 180 AFC® experience hours
— Access to 50+ planners doing this work every day, so you can see what the job is actually like
— A community of peers and mentors to grow with
— The clarity you need to figure out what kind of planner you want to be

All in just 8 weeks. All from your laptop wherever you are this summer!

Thousands of planners have used The Externship to jumpstart their careers. You can, too... if you sign up before Friday (May 22nd).

Register now at amplifiedplanning.com/externship

05/19/2026

The financial planning profession is about to face one of its biggest tests... and most planners aren't being trained for it.

By 2048, an estimated $54 trillion will pass to widowed spouses. 95% percent of those surviving spouses will be women. Many of them will be navigating the most consequential financial transition of their lives with an advisor they've barely spoken to.

Because of that, Black Rock is expecting that 80% of widowed women will leave their advisors within a year of their husband's death. The most common reason isn't performance. It's that they never felt like the relationship was theirs to begin with.

This is where YOU come in.

The planners who will serve this client base well aren't just the ones who understand the technical complexity of widowhood: the tax bracket changes, the Social Security implications, the shift in cash flow.

The best planners will be the ones who know how to build a relationship with both people in a couple from day one. You'll know to check in with both spouses, and make sure the wives are engaged and feel included. And you'll make sure that when the hardest moment comes, neither person feels like they're meeting their planner for the first time.

Want to learn skills like that?

The Externship brings in over 50 experts from across the profession. They're practitioners who have navigated exactly these conversations and can show the next generation of planners what it actually looks like to do this work well and to build REAL relationships with their clients.

Your chance to learn from the pros ends on May 22nd, when registration closes. Join us at amplifiedplanning.com/externship.

05/18/2026

The 2026 Externship brings together practitioners, educators, and researchers who each approach financial planning from a different angle.

Every year, we have dozens of Experts who speak to their areas of expertise: cash flow planning, investments, insurance, estate planning, and more. But they also talk about their backgrounds, how they came to this work, and the unique audiences they serve.

Here’s a look at a few of the people you’ll learn from inside The 2026 Externship:

Louis Barajas, MBA, EA, CFP®, has spent his career bringing financial planning to underserved communities, building a firm, writing books, and making the case that this profession has a responsibility to serve everyone.

Saundra Davis, MSFP, MCC, APFC®, FBS®, CSC, is a US Navy veteran, certified mindfulness teacher, and nationally recognized expert in financial coaching. Her work at the intersection of money, behavior, and psychology brings a whole new perspective to how planners help clients (and themselves).

J.D. Bruce, CPA, PFS™, is back for his annual “marathon session” — one of the most talked-about experiences in the Externship every single year.

Roger Whitney, CFP®, CIMA®, CPWA®, RMA, has built a career around helping people retire well (and not just financially). His perspective on the retirement conversation is unlike most of what you’ll hear elsewhere.

Meghaan R. Lurtz, Ph.D., brings a research lens to the behavioral and psychological side of financial planning. She studies why people make the financial decisions they do, and what planners can actually do about it.

Dan Moisand, CFP®, is one of the most respected voices in the financial planning profession. He’s a practitioner, a past FPA president, and someone who has been shaping how planners think about their work for decades.

We have more than 50+ Experts to introduce you to in just eight weeks. Every one of them are doing the work differently, and we can’t wait to introduce you to them!

Grab your spot to this summer's Externship if you haven't already! Join us at theexternship.com

05/15/2026

Every summer, Externs work through real client cases. These are REAL people with real complexity and real financial lives that don't fit neatly into a framework.

This year, we have two new clients to introduce you to.

➡️ JULIA & RYAN
Julia & Ryan are business owners. They have multiple entities, unique net worth, and cash flow that doesn't follow a standard pattern. Their situation requires a planner to slow down, understand the full picture, and resist the urge to jump to a recommendation before they actually know what they're looking at.

If you've ever wondered what it looks like to plan for a client whose financial life is genuinely complicated, Julia and Ryan are that case.

➡️ TRON & MIRANDA
Tron & Miranda are traveling physical therapists. They have high student loan balances, layered tax implications, and a lifestyle that creates planning considerations most textbooks don't cover. Their case is the kind where knowing the right answer for one piece of the plan can change the right answer for everything else. You can't work on it in isolation.

These two very different client scenarios matter because most new planners don't encounter this kind of complexity until they're already in a firm, responsible for real clients, and expected to know what they're doing.

The Externship lets you sit with it first — and see what planners do in real time.

You'll watch real meetings with Julia & Ryan and Tron & Miranda. You'll work through their cases. You'll see how experienced planners navigate the moments that don't have obvious answers — and you'll do it in an environment where figuring it out is the whole point.

That kind of exposure is hard to find anywhere else. You have one week to join us! Registration closes on May 22nd.

Grab your spot at theexternship.com

05/14/2026

We’re honored to have Dimensional Fund Advisors back as a sponsor of The Externship this year — and we're grateful they're hosting their in-demand LIVE market update!

DFA has always been focused on more than just investment theory. Their work centers around helping advisors apply research in practical, client-focused ways, and that’s exactly what our Externs need as they build their own philosophies and planning practices.

By supporting The Externship, DFA is investing in the future of financial advice... not just through markets and portfolios, but through people.

Join The Externship and get access to DFA resources and their live market update. Externs every year say this is one of their favorite sessions! (Don't worry, it'll be recorded!)

You've only got a week left to sign up!

Amplified Planning

06/03/2026

05/29/2026

05/27/2026

05/22/2026

05/21/2026

05/20/2026

05/19/2026

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05/14/2026

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