Amplified Planning CORE+ Subscription

Description

Amplified Planning CORE+ offers a whole new way to fast-track confidence as a financial planner (especially in the age of AI).

Save $300 when you join for a year!

Inside our monthly or annual CORE+ subscription, you’ll get access to:

• ~60 real client meetings: We have a library of ~60 real client meetings. You’ll learn the nuances of new clients and see a real planner navigate conversations, roadblocks, and planning. The best part is the “post-game replay” where a CFP® professional pauses the client meeting to give commentary breaking down key insights and learning moments.
• Meeting notes review: Knowing how to write great meeting notes and client emails will help you stand out as a planner, whether you build a client roster or work for a firm. In CORE+, we give you custom, detailed feedback on your meeting notes 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. This is the main benefit of joining CORE+ over CORE!
• Experience hours: For each client meeting course you complete fully, you can earn 50 CFP Board standard pathway experience hours and 25 AFC experience hours helping you meet your requirements and gain valuable real-world experience. Some courses also offer CE! 
• Live learning calls: Once a month, you’ll can attend a live learning call where we bring an industry expert to talk about the technical work — and sometimes about the emotional/mental work of being a planner! This gives you insights into new ideas from the profession, and it’s the perfect chance to learn in a group of your peers.
• Small group coaching calls: Once a month, Hannah Moore, CFP®, hosts a group coaching call with CORE and CORE+ subscribers. This is the only place to get coaching directly from Hannah and is a great place to learn from other Amplifiers’ questions.
• A private community: With a supportive community of fellow planners and students, you can connect, ask questions, and share experiences as you grow together.

Purchase for yourself and get the tools you need to thrive OR purchase for someone on your team and give them the tools they need to succeed.

Amplified Planning CORE+ subscriptions renew each month or annually, depending on the selection you make. 

An active subscription to Amplified Planning CORE+ does grant access to previously released CORE courses!