AP Accelerator – Amplified Planning

Course Content

Welcome to the Accelerator

Welcome and Onboarding 3 Topics

Expand

Lesson Content

0% Complete 0/3 Steps

What to Expect

Getting to Know You

Accelerator Guide for Taking and Submitting Notes

eMoney Training

Accelerator eMoney Training Sessions 4 Topics

Expand

Lesson Content

0% Complete 0/4 Steps

How to Earn Your eMoney Certificate with Sasha Grabenstetter (2025 Accelerator)

eMoney Overview with Emily Koochel (2025 Accelerator)

How to Enter Data in eMoney with Arleny Abad (2025 Accelerator)

How to Use the eMoney Decision Center with Chris Mauriello (2025 Accelerator)

Accelerator eMoney Assignments 5 Topics

Expand

Lesson Content

0% Complete 0/5 Steps

eMoney Data Entry Assignment (Accelerator 2025)

eMoney Reports Assignment (Accelerator 2025)

eMoney Retirement Projection Assignment (Accelerator 2025)

eMoney Roth Conversions Assignment (Accelerator 2025)

eMoney College Projections (Accelerator 2025)

eMoney Client Meetings

Accelerator Client: Sara and Steve 1 4 Topics

Expand

Lesson Content

0% Complete 0/4 Steps

Sara and Steve 1 Commentary pt1

Sara and Steve 1 Commentary pt2

Sara and Steve 1 Commentary pt3

Sara and Steve 1 Full Meeting (Optional)

Accelerator Client: Sara and Steve 2 4 Topics

Expand

Lesson Content

0% Complete 0/4 Steps

Sara and Steve 2 Commentary pt1

Sara and Steve 2 Commentary pt2

Sara and Steve 2 Commentary pt3

Sara and Steve 2 Full Meeting (Optional)

Accelerator Client: Sara and Steve 3 4 Topics

Expand

Lesson Content

0% Complete 0/4 Steps

Sara and Steve 3 Commentary pt1

Sara and Steve 3 Commentary pt2

Sara and Steve 3 Commentary pt3

Sara and Steve 3 Full Meeting (Optional)

Accelerator Client: Sara and Steve 4 4 Topics

Expand

Lesson Content

0% Complete 0/4 Steps

Sara and Steve 4 Commentary pt1

Sara and Steve 4 Commentary pt2

Sara and Steve 4 Commentary pt3

Sara and Steve 4 Full Meeting (Optional)

Accelerator Client: Sara and Steve 5 3 Topics

Expand

Lesson Content

0% Complete 0/3 Steps

Sara and Steve 5 Commentary pt1

Sara and Steve 5 Commentary pt2

Sara and Steve 5 Full Meeting (Optional)

Accelerator Client: Sara and Steve 6 3 Topics

Expand

Lesson Content

0% Complete 0/3 Steps

Sara and Steve 6 Commentary pt1

Sara and Steve 6 Commentary pt2

Sara and Steve 6 Full Meeting (Optional)

Engaging With Clients

Month 1 Flow and Need to Knows 2 Topics

Expand

Lesson Content

0% Complete 0/2 Steps

Communication Styles Survey

Month 1 Accelerator Notes Submission

Accelerator Client: Megan and Michael 0 2 Topics

Expand

Lesson Content

0% Complete 0/2 Steps

Megan and Michael 0 Commentary

Megan and Michael 0 Full Meeting (optional)

Accelerator Client: Barbi 1 6 Topics

Expand

Lesson Content

0% Complete 0/6 Steps

Barbi 1 Commentary pt1

Barbi 1 Commentary pt2

Barbi 1 Commentary pt3

Barbi 1 Commentary pt4

Barbi 1 Full Meeting (optional)

Hannah’s Notes and Email – Barbi 1

Establishing Client Values

Month 2 Flow and Need to Knows 1 Topic

Expand

Lesson Content

0% Complete 0/1 Steps

Month 2 Accelerator Notes Submission

Accelerator Client: Austin and Lindsay 5 5 Topics

Expand

Lesson Content

0% Complete 0/5 Steps

Austin and Lindsay 5 Commentary pt1

Austin and Lindsay 5 Commentary pt2

Austin and Lindsay 5 Commentary pt3

Austin and Lindsay 5 Full Meeting (optional)

Hannah’s Notes and Email – Austin and Lindsay 5

Accelerator Client: Aaron and Rachel 1 7 Topics

Expand

Lesson Content

0% Complete 0/7 Steps

Aaron and Rachel 1 Commentary pt1

Aaron and Rachel 1 Commentary pt2

Aaron and Rachel 1 Commentary pt3

Aaron and Rachel 1 Commentary pt4

Aaron and Rachel 1 Commentary pt5

Aaron and Rachel 1 Full Meeting (optional)

Hannah’s Notes and Email – Aaron and Rachel 1

Life Shifting

Month 3 Flow and Need to Knows 1 Topic

Expand

Lesson Content

0% Complete 0/1 Steps

Month 3 Accelerator Notes Submission

Accelerator Client: Austin and Lindsay 7 5 Topics

Expand

Lesson Content

0% Complete 0/5 Steps

Austin and Lindsay 7 Commentary pt1

Austin and Lindsay 7 Commentary pt2

Austin and Lindsay 7 Commentary pt3

Austin and Lindsay 7 Full Meeting (optional)

Hannah’s Notes and Email – Austin and Lindsay 7

Retirement and Legacies

Month 4 Flow and Need to Knows 1 Topic Available on May 1, 2025 6:00 am

Expand

Lesson Content

0% Complete 0/1 Steps

Month 4 Accelerator Notes Submission

Accelerator Client: Nathan and Ariel 5 4 Topics Available on May 1, 2025 6:00 am

Expand

Lesson Content

0% Complete 0/4 Steps

Nathan and Ariel 5 Commentary pt1

Nathan and Ariel 5 Commentary pt2

Nathan and Ariel 5 Full Meeting (optional)

Hannah’s Notes and Email – Nathan and Ariel 5

1 of 2

About Instructor

Lenard

1 Course

+7 enrolled

Not Enrolled

This course is currently closed

Course Includes

21 Lessons
75 Topics