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 you are working toward it), you likely haven’t received the same amount of training to help you…
- Confidently work with clients (and make decisions under pressure)
- Feel (and work) like a capable and impactful financial planner
- Grow in your career and find work that’s rewarding for you and your clients
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.
JOIN THOUSANDS OF OTHER ASPIRING FINANCIAL PLANNERS DISCOVERING THEIR PATHWAY
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A peek behind the curtain:
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- Real-life client experiences
- Real-time decisions
- Transparent breakdowns
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:
