Financial Planning Certifications & Designations: Which Is Right For You?
Financial planning is a broad profession, and there are many different paths you can take during your career. As you learn more about the specific…
Category: Career
Why Getting Your CFP® Certification Is Worth the Work
Earning your CFP® certification is a commitment. You have to complete courses through a CFP Board Registered Program, study for and take the CFP® exam,…
Preparing for the CFP® Exam: 8 Tips to Help You Succeed
Congratulations on making it this far in your journey to become a Certified Financial Planner (CFP®)! We know how much hard work, dedication, and countless…
How to Fire a Financial Planning Client
At Amplified Planning, we take your professional development seriously. We recognize that being a successful financial planner isn’t just about growing your client base and…
15 Tips to Manage Lower-Asset Clients With High Expectations
Anyone who has worked in a service industry knows: Clients and customers can, at times, be demanding. Since kicking off The 2024 Externship, we’ve heard…
Why Join The Externship?
Wondering whether The Externship is the right place for you? Here are five reasons to invest in yourself and your career with our virtual summer…
Earn 500 CFP Board Experience Hours
Learn how to earn 500 Standard Pathway experience hours toward your CFP® certification in just eight weeks with The Externship.
What to Do When a Financial Planning Client Moves On
How should you respond when a financial planning client says they’re moving on? Learn how to react when one of your clients decides to leave.
6 Ways to Get More CFP® Experience Hours
If you want to become a Certified Financial Planner™, you have to meet several requirements set forth by the CFP® Board. Along with earning a…
How to Work With Challenging Financial Planning Clients
Sometimes, the hardest part of being a financial planner isn’t researching an investment opportunity or figuring out how to help a client with a complicated…