Financial Planning Discovery Courses

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Wondering if the financial planning profession is right for you, or if you should pursue your CFP® certification? CFP Board has partnered with Amplified Planning to bring you THREE unique client courses, to show you what real CERTIFIED FINANCIAL PLANNER™ professionals do for clients.

Add these FREE courses to your cart and you’ll unlock access to three unique client scenarios. In each, you’ll get a one-of-a-kind peek into the financial planning profession. Best of all, they’re FREE and you don’t have to leave your home (or your couch). 

*Please Note: Your purchase is non-transferable. 

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Let us show you what financial planning really looks like.

Are you curious about financial planning? Wondering if the CERTIFIED FINANCIAL PLANNER™ certification is right for you? Join CFP Board and Amplified Planning as we guide you through how a financial planning professional would support three unique clients.

Inside our exclusive (and free!) Financial Planning Discovery Courses, you’ll be able to do the work of a financial planner and see what CFP® professionals do every day… beyond spreadsheets and investment advice.

Unlock access to our Financial Planning Discovery Courses bundle and:

  • Learn from Hannah Moore, CFP® recognized as one of the nation’s top financial planners and a leader in education and training for financial planners
  • Watch three REAL client meetings, featuring people from a variety of backgrounds and financial circumstances
  • Do homework to help with the client plans, just like an associate CERTIFIED FINANCIAL PLANNER™ professional
  • Receive real-time feedback and decision-making breakdowns in “post-game play” style videos
  • Gain confidence & insight into how to handle unique situations and client needs

PLUS: For each video course you complete, you can earn 50 Standard Pathway hours towards the experience requirement for CFP® certification (up to 150 hours for all three video courses).

You’ll need to register with CFP Board to submit your hours. Create your account here!

Inside the Financial Planning Discovery Courses

You might have some preconceived notions about what financial planning looks like and who needs financial plans. We’re putting those to rest by introducing you to clients from different walks of life. Each client or client couple has their own financial challenges and needs, allowing you to see the diverse ways that financial planning principles can be used to support your future clients.

MEET YOUR NEW CLIENTS

Learn more about the clients you’ll be working with…

 

Meet Barbi

Recently divorced, Barbi has sought financial planning to help her understand her finances, plan for her solo retirement, and make life decisions now that she is single.

You’ll help with her investment analysis and accounts & funds review.

Austin and Lindsay

Austin and Lindsay, a married couple with young children, are making multi-faceted financial decisions. They’re balancing plans for the future with their current financial picture.

You’ll review their investment statement and financial plan projections.

Jeff and Jenny

In their 50s, Jeff and Jenny are approaching retirement but they haven’t really saved for it. They’re now working to create a plan to put them on track for their upcoming retirement.

You’ll review their financial plan and retirement projections.

 

Get to know each of these clients by watching their introductory meeting with Hannah. She’ll also guide you through how she thinks about their individual circumstances and how you can apply that knowledge to create a financial plan that matches each client’s needs. 

More about your financial planning coach, Hannah

As a CERTIFIED FINANCIAL PLANNER™ professional, Hannah Moore, CFP® has seen the impact that financial planning has on clients’ lives — and how it can truly transform and open a new world of possibilities. She owns Amplified Planning, which offers 25+ video courses just like the ones above, designed to empower aspiring and certified CERTIFIED FINANCIAL PLANNER™ professionals to do their work confidently. Hannah is also the creator and host of The Externship, the financial planning profession’s premier summer training program.  

Hannah holds a degree in financial services and planning from Baylor University. She brings more than a decade of experience, the perspective of a first-generation college graduate, and a heart to see the financial planning profession thrive. Hannah has earned a number of awards, including: 

Are financial planning and the CFP® certification right for you?

Let’s find out.

If you’ve ever wished you could really see what a CERTIFIED FINANCIAL PLANNER™ professional does, this is your chance. All you have to do is join our free Financial Planning Discovery Courses. You’ll be directed to “purchase” these courses (for free) on our secure site. After that, you’ll be prompted to log in and access these three unique client videos.

Watch one or all of the videos and complete the required coursework to uncover whether or not financial planning is right for you. If it is, you can earn up to 150 Standard Pathway hours towards the CFP® certification experience requirement. 

Are you in? Grab your FREE seat above.

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