Let’s be real.
So much of the education and training available to financial planning professionals feels cut and dry — as if everything we do follows a specific formula and has clear-cut outcomes.
But we all know that’s not how the real world works. That’s now how client meetings work.
For those of us who are truly interested in making an impact and serving our clients well, we know we have to adapt our approach. And we have to have experience to get jobs in the profession! (Which is hard to do when you need experience to get a job…)
In financial planning, there’s a gap between our curriculum, our skills, and access to real client experiences.
We want to change that with Amplified Planning.
Two ways to become an Amplifier
Choose from our two monthly education subscriptions
Our asynchronous virtual learning subscriptions are the place to be if you want to learn how to work with REAL clients and refine your financial planning skills (outside the textbook). We also offer 50 CFP Board standard pathway hours for every course you complete.
CORE
$100/month
Inside the CORE program, you get…
- Access to 35+ real client meetings — so you can see financial planning at work. (Complete as many as you want!)
- Teaching from Hannah Moore, CFP®, recognized as one of the nation's top financial planners and a leader in education and training for financial planners.
- 50 CFP Board Standard Pathway experience hours per course — and CE hours available for many courses.
- Small group coaching & live learning calls each month, where you can learn from Hannah and other Amplifiers.
- The ability to complete elements of a client's financial plan
- An all-new teaching style, with real-time feedback and decision-making breakdowns in each course.
- Time and tools needed to execute on financial plans like an associate CERTIFIED FINANCIAL PLANNER®.
- Access to a community of like-minded financial planners who want to learn together, discuss client cases, and network!
- And more!
Learn the art of financial planning
CORE+
$150/month
Inside CORE+, you get everything inside CORE plus…
- Meeting notes review for one client course per month. This feedback is designed to help you catch important details, refine your skills, and fast-track your success as a planner.
Detailed feedback and guidance like this can shave years off your learning curve — while gaining invaluable knowledge on how to serve diverse clients with expertise and confidence.
Meeting notes review is INVALUABLE in helping you shortcut the learning curve that comes with working with clients!
Unlock access to CORE + meeting notes review
See financial planning in action
Why become an Amplifier? Because you get to…
- Watch new client meetings each month and see financial planning at work.
- See real-time feedback and decision-making breakdowns in a "post-game play" style
- Gain insights into how to handle unique situations and client needs, so you feel more equipped.
- Execute on plans like an associate CERTIFIED FINANCIAL PLANNER®.
- Earn 50 CFP® Board Standard Pathway experience hours per course (finish as many as you have capacity for each month!)
- Access CE hours for a number of our courses
- Learn from experts regarding mistakes, alternatives, and decisions to guide your work
- CORE+ members also get meeting notes review — one of the most underrated ways to improve as a planner in less time!
Ready to become the planner you’ve always wanted to be?
Join Amplified Planning today and gain the skills, experience, and confidence to thrive in the financial planning field.
