Your financial planning career —

amplified

Your financial planning career —

amplified

Your financial planning career —

amplified

You aspire to impact your clients’ lives and to be the best financial planning professional you can be.

We want to help.

Changing the way you grow as a professional

While you may have received your Certified Financial Planning designation (or are working toward it), you likely haven’t received the same amount of training to help you…

 

Resources and training that make a difference in your career & confidence

 

Training Library

Unlock NEW monthly video trainings and resources that help you feel like a confident, capable CFP®.

Virtual Externship

Professionals can learn more about putting financial planning into practice from their own homes.

Amplified Planning Core

Access a new real-life client meeting and in-depth reviews each month that you won’t find anywhere else.

A peek behind the curtain:

Capabilities + confidence = a career you can be proud of

You’ve been looking for guidance to help you build your skills — and your confidence. We know because we’ve been there… wondering how to handle this client issue or what to say when a client asks that question.

WE HAVE GOOD NEWS:

Get guidance and find resources that help you feel more confident and capable in ALL of the facets of your work, so you can serve clients, work the way YOU want, and make an impact while you do it.

 

Act like our associate financial planner and get insights and training that can accelerate and fast-track your career. We’ll provide education and support that is actually helpful and applicable to your work.

 

Plus, you can get 20 CFP® Board experience hours or 2 CE hours each month. For real.

It all happens inside Amplified Planning CORE.

Amplified Planning CORE

A financial planner’s new best friend

Financial planning doesn’t happen in a vacuum. So why are we trained in one?

While more “traditional” training is critical to the act of financial planning, it doesn’t help us…

Cater our services or advice to our clients’ unique situations

Serve diverse communities or create businesses outside the traditional models

Act fast and make decisions on our feet

Feel confident in the positive impact we’re having in the profession and in our clients’ lives

We want to change that, which is why

we created Amplified Planning CORE.

As we build out even more resources for financial planning professionals like you, don’t forget that your insights, challenges, and experiences matter. We want to hear from you, and to understand how we can help YOU.

Follow Along on our journey by following Hannah: