We’re changing the way financial planners are trained.
Because the old way of doing things doesn’t work
The Externship is coming back for year 5!
More than 3,200 new and future financial planners have already entered the profession with confidence. Join us in June and July for the 2024 Externship. Early-bird begins in mid-April.
🗸 Confidently work with clients (and make decisions under pressure)
🗸 Feel (and work) like a capable and impactful financial planner
🗸 Grow in your career and find work that’s rewarding for you and your clients
It’s time to change that.
Resources and training that make a difference in your career & confidence
Monthly membership
Members access monthly client videos, commentary, trainings, and more — so they can be confident, capable CFP® professionals
The Externship
Our 100% online 8-week program gives you unprecedented access to dozens of experts and resources that show you the real work of a CFP®.
Corporate Training
Train your interns or new CFP® professionals, using our monthly videos, client meeting library, expert resources, and more.
JOIN THOUSANDS OF OTHER ASPIRING FINANCIAL PLANNERS DISCOVERING THEIR PATHWAY
Peek behind the curtain with
Hannah Moore, CFP®
🗸 Confidently work with clients (and make decisions under pressure)
🗸 Feel (and work) like a capable and impactful financial planner
🗸 Grow in your career and find work that’s rewarding for you and your clients
Amplified Planning CORE & COMMUNITY
A financial planner’s new best friend
You’ve been looking for guidance to help you build your skills — and your confidence. We know because we’ve been there… wondering how to handle this client issue or what to say when a client asks that question.
Get guidance and find resources that help you feel more confident and capable in ALL of the facets of your work, so you can serve clients, work the way YOU want, and make an impact while you do it.
Act like our associate financial planner and get insights and training that can accelerate and fast-track your career. We’ll provide education and support that is actually helpful and applicable to your work.
Plus, you can get 20 CFP® Board experience hours or 2 CE hours each month.
