Amplified Planning
Accelerator
A 4-month training accelerator to help you train truly exceptional planners in less time
At Amplified Planning, we’ve trained over 4,000 aspiring and new planners, and we’re applying everything we’ve learned to your firm’s new planner training. This exclusive financial planning training accelerator is designed to give your firm the tools and training needed to turn new planners into experienced ones — fast.
The Accelerator: Train your team to become truly exceptional planners
After the success of The Externship, an 8-week intensive online training program for aspiring and new financial advisors that was launched in 2020, we realized that there was a need for additional training focused on helping firms and new advisors at the same time.
We kept hearing from firm owners that they wished they could outsource the training their teams truly needed to succeed. Why? Most firms just don’t have the time or expertise to devote to training, and so often, it just doesn’t happen.
So we created The Accelerator — a 4-month program for financial planning firms designed to cut down on months of training time, increase planner retention, improve client outcomes, and show your team you are truly invested in their success.
Our first cohort starts February 3rd, 2025 and runs through the end of May.
Will you join us?
NOTE: You must own or manage a firm to register your team.
If you’re a new advisor or CFP® candidate seeking training on your own, join our monthly training subscriptions.
What’s included in The Accelerator?
Our founder, Hannah Moore, CFP®, understands the challenges that firm owners and training managers face. That’s why we’ve created The Accelerator to include:
- Real Client Training Videos: Your team will have exclusive access to our Amplified Planning CORE training videos featuring real-world client scenarios that go beyond the sale — and involve difficult conversations, complex client meetings, and unique planning applications.
- Client-Centered Financial Planning™ Training: We’re helping your planners apply their textbook knowledge to real clients — so they can feel more confident and more engaged in meetings. They’ll learn how to work with clients, handle difficult conversations, address scenarios that weren’t in their textbooks, and get comfortable doing the work of an expert planner.
- Meeting Notes Review: Planners will give feedback on meeting notes to improve their ability to capture the client’s whole financial picture accurately and succinctly while identifying clear action steps for both the client and planner.
- Small Group Coaching: Your team will have access to weekly calls tailored to developing skills like client communication, team dynamics, professional boundaries, and more. Each call will be focused on topics that are related to what they’re learning — and are specific to the skills they need to develop to be successful in their first 3 years of financial planning (and beyond).
- Critical Thinking Circles: These sessions involve real-life case studies to enhance problem-solving skills in various CFP® topic areas.
- PLUS: Access to eMoney (included in price) and private forum access
- Training by Hannah Moore, CFP® and proven experts in the profession
MEET YOUR ACCELERATOR HOST
Hannah founded and hosts the annual Externship, a standard in virtual learning in the financial planning space.
She has been named Innovator of the Year by Wealth Management, Visionary Leader by Financial Planning Magazine, an Industry Transformer by Women in Wealth Management, one of Barron’s 10 People to Watch in Wealth Management, and one of Investopedia’s Top 100 Financial Advisors.
She has also started her own Residency training program inside her own firm and has turned her insights into monthly learning resources inside Amplified Planning CORE. She is the expert that many firms look to for guidance and is constantly working to set the standard for how we teach and learn in our profession!
When does the Accelerator start?
- Starts: February 3, 2025
- Ends: May 23, 2025
What does it cost?
- $3000 per person
- No minimum
- This is some of the most affordable custom training available in the profession!
Why join the Amplified Planning Accelerator?
With an accelerated training program designed for your small firm, you’ll be able to:
- Eliminate weeks and months of training
- Improve client outcomes
- Increase client AND planner retention
- Access to best-in-class training that’s only been accessible to the biggest firms
- Show your best people that you care about their career development
- Expert training provided by Hannah Moore, CFP®, and other expert professionals
Who is the Accelerator for?
With an accelerated training program designed for your small firm, you’ll be able to:
- Invest in exceptional talent
- Retain top-tier employees
- Be known as a Client-First Financial Planning™ firm
- Change the perception of the profession and its impact
- Professionalize financial planning
- Serve clients well (this means serving your team well, too!)
What’s the Accelerator’s time commitment?
- For planners or paraplanners: 15 hours per month
Ready to accelerate your team’s growth?
Purchase your junior/associate planner and/or paraplanner’s seats and we’ll be in touch to set up your team and start your onboarding process before we get started February 3rd!
Have questions before you buy? Email us at [email protected]
