eMoney Advisor Partners with External Training Program for Aspiring Financial Planners for Fourth Consecutive Year

Financial Planners

  • External students have eMoney access, education and certification
  • eMoney Scholarships available to all participants.Submission deadline is May 10th

Radnor, Pennsylvania, April 20, 2023 /PRNewswire/ — eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced that it will once again serve as the sole technology partner of The Externship powered by Amplified Planning and Strategic Partners. Announced. A dedicated online training program for aspiring financial planning professionals.

During the course of the eight-week program being held from From 5 June to 28 July 2023, eMoney will provide all participants with access to the eMoney planning platform, support from an in-house financial planning team, and proof of software proficiency through access to eMoney Premier, eMoney’s most robust planning solution We offer you the opportunity to become eMoney Fundamentals certified. .

In addition, eMoney offers scholarships to cover program costs for interested participants.To apply, participants must submit a scholarship application May 10th Scholarship recipients will be notified at amplifiedplanning.com/externship May 22nd.

“As a proud technology sponsor of The Externship for the fourth year in a row, we are committed to supporting the next generation of financial planners and providing them with the tools they need to help them develop the skill sets to deliver financial advice. I am passionate about it.” Connor Song, CFP®, Director of Practice Management for eMoney. “We are also committed to increasing access to careers in financial planning and are excited to offer scholarships and encourage additional participation in our program.”

Launched in 2020, The Externship provides new CFP® professionals and aspiring advisors with the opportunity to develop their skills in a virtual environment, important for students, job seekers, new professionals and experienced planners. It is a great resource. Throughout the program, participants can learn from a variety of professional executives and see first-hand what it means to be a financial her planner. Participants receive 180 hours of experience, mentorship, and industry experience accredited by the CFP® Board.

“Without the support and partnership of eMoney Advisor, Externship would not be what it is today. Past Externs have repeatedly said that being eMoney certified is one of the most valuable elements of The Externship. I also hear it,” he said. Hannah MooreFounder and owner of , CFP®, CeFT, Amplified Planning and has been an externship host since 2020. We look forward to another year of great partnerships with eMoney and The Externship. ”

Since 2020, over 1,200 externship participants have achieved eMoney certification.

“The externship perfectly complemented the financial planning coursework I was taking with hands-on experience in the field.” Christina Guderis, Advisor Sales Manager at eMoney, completed an internship in 2020. Financial his planner’s life.At the end of the eight-week learning journey, we were empowered to begin the interview process,” Guderis said.

Registration for externship is closed June 1Please email your submissions to apply for the scholarship. [email protected] To 11:59 p.m. PST upon May 10th.

About eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. His more than 104,000 financial professionals from businesses of all sizes use his eMoney platform to serve his more than 5.6 million households across the United States. For more information, please visit emoneyadvisor.com.

SOURCE eMoney Advisor

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