Amplified Planning CORE

Get the resources and guidance to improve your ﬁnancial planning skills (and your conﬁdence)

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 with our clients will follow a speciﬁc formula and outcome.

But we all know that’s not how the real world works. That’s not 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. To be ﬂexible and accommodating. And, we have to ﬁnd creative solutions to common and entirely new problems alike.

We weren’t taught how to do that, though. There’s a gap in our curriculum and continuing education. And we want to change that with Amplified Planning™.

See financial planning in action

Watch new client meetings each month and see financial planning at work.
Real-time feedback and decision-making breakdowns in a "post-game play" style.
Insights into how to handle unique situations and client needs, so you feel more equipped.
Execute on plans like an associate CERTIFIED FINANCIAL PLANNER™.

20 CFP® Board Standard Pathway experience hours and 2 CE hours with each course
Transparency regarding mistakes, alternatives, and decisions to guide your work.
Just real-time decisions, post-meeting reviews, and transparent discussions about mistakes, alternatives, and other outcomes that you can use in your own work and practice.

Here’s what you get when you join Amplified Planning CORE:

A new recorded real-life client meeting each month!
“Real life” client documents to hone your skills
A recap and feedback on Hannah’s own decisions, so you can learn from unique and complex client situations
Deliverables that you can use with your own clients
CFP® Board approved continuing education (CE)
Virtual meetings each month, including “ofﬁce hours” with Hannah and other ﬁnancial planning experts
20 CFP® Board Standard Pathway experience hours and 2 CE hours with each course

How do you know if Amplified Planning CORE is right for you?

It is if you identify with at least one of the following:

You are tired of learning through (boring) webinars or how-to presentations
You want to see imperfect and real client scenarios (not just textbook projections)
You want to make a meaningful impact in the lives of your clients, but feel like your work is missing the mark
You’re tired of doing it all alone, or feeling like nothing (and no one!) offers the guidance you need
You lack conﬁdence in your ability to sit in front of clients and provide ﬁnancial planning advice that ﬁts their needs
You’re not sure how to transition away from investment advice to real, holistic ﬁnancial planning
You’re ready to see if ﬁnancial planning is the career choice for you, but aren’t able to work in a ﬁrm or get ﬁrst-hand experience right now

The standard we set for amplified core members is that they have a desire to become a better financial planner and to build their skillset and confidence — so they can better serve their clients.

Amplified Planning CORE isn’t right for you if…

You just want to learn how to generate more revenue in your ﬁrm or from client accounts
You’re not ready to explore diverse client scenarios and how to approach them
You want to give investment advice only
You’re not interested in adapting your methods based on unique client needs
You want to binge all of the materials and not do the work (this isn't Netflix!)

We’re on a mission to help financial planning professionals change the way we work and lead

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: