We’re changing the way ﬁnancial planners are trained.

Welcome to Amplified Planning

The financial planning profession is evolving, and we’re here to guide you through it. Whether you’re a student, career changer, new planner, or a firm looking to train your team, Amplified Planning is your trusted resource for real-world financial planning education.

Redefining training for today’s firms and planners

We’ve redefined how financial planners are trained, with industry-backed programs trusted by leading firms and organizations — including CFP Board, Schwab, and other top institutions. Our programs don’t just check the boxes; they equip planners with the skills, confidence, and experience needed to succeed.

I've been doing the monthly courses for about three years and have learned so many skills to one day be a financial planner. This was made especially clear today after working with a financial counseling client through Savvy Ladies (which I learned about during an Externship). This woman said to me that she appreciated how I listened, didn't judge and discussed options instead of giving her a prescribed plan to follow. I know how do all of this because of Amplified Planning. Thank you!

Laura

CORE Student

Training for every stage of your financial planning career

Our programs are built to support both individuals and firms in developing the skills needed to help planners become exceptional… faster.

Monthly Subscriptions

CORE and CORE+

Monthly training, real client videos, coaching, and up to 50 CFP® Board experience hours per course to help you grow in confidence and competence.

Starting at: $100/mo

Who it’s for: New planners, early career CFP® professionals, and the firms that employ them.

Firm Training

The Accelerator

A 4-month structured training program that provides planners with real-world experience, coaching, meeting notes review, and ongoing development.

Price: $3,000/seat (team pricing available)

Who it’s for: Firms training new advisors (>2 years working in your firm)

The Externship

Hosted every summer!

A virtual, 8-week intensive that offers 500 CFP Board standard pathway hours, insider access to real client work, top industry experts, and practical training to launch your financial planning career.

Also offered: Internship/Externship for firms who want to supplement their summer internship programs.

Your CORE experience was excellent! I feel more equipped to be a financial planner! Plus, after doing all the modules, I now have enough experience to be certified as a CFP®! Thank you!

Allan

CORE Student

Curious which program we’d recommend for you or your team?

Just shoot us an email at [email protected]

We’ve heard from over 4,500 students, career changers, and new professionals

They want better training that helps them help people

Our mission at Amplified Planning is to make sure that anyone entering this profession feels:

To do that, we’ve created training programs that don’t just tell them how to do this work. We actually show them. We’re the first training resource of its kind where you get a peek behind the curtain of REAL client meetings, do the work of a REAL planner, and can earn experience hours from your home.

Beyond the technical skills and “actual” work of being a financial planner, we help teams and individuals build the behavioral competencies they need to thrive and serve clients well. From critical thinking to troubleshooting and client-centered analysis, we’ve created training resources that fast-track training by years.

Want to build a better team in less time? Learn more about how we partner with firms and teams.

Thank you for putting this program together. I have already used what I learned in the first course to help change someone's life. Wow this is cool!

Adam

CORE Student

We're setting the standard

Since 2020, we’ve been building programs that meet planners and firms where they are and give them what they need. Word’s getting out, and some of the biggest publications, firms, and names in our space are trusting Amplified Planning with their training and development.

Experience real financial planning before you step into a firm

FREE: Financial Planning Discovery Course Bundle

See real client meetings.
Do the work of a real planner.
Earn experience hours.

You don’t have to guess what happens inside a financial planning meeting or what it’s really like to work with clients. Our Financial Planning Discovery Bundle gives you direct access to three real client meetings, expert insights, and structured learning to help you develop confidence before working with clients. Plus, earn up to 150 CFP® Board experience hours while you learn.

your career. your growth. your future.

Financial planning should feel like a profession, not just a process. We’re here to make sure you get the real-world training, feedback, and insights that build a fulfilling, successful career — whether you’re stepping into the field for the first time or training the next generation of planners.

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