Amplified Planning CORE + COMMUNITY
PROFESSIONAL DEVELOPMENT FOR FINANCIAL PLANNERS
Get the resources and guidance to improve your financial planning skills (and your confidence)
- Watch new client meetings each month and see financial planning at work.
- 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.
- Receive real-time feedback and decision-making breakdowns in a "post-game play" style.
- Gain insights into handling unique situations and client needs.
- Complete professional development on your schedule and pick the plan right for you.
- Earn 20 CFP Board Standard Pathway experience hours and CE hours with most courses.
- Execute on plans like an associate CERTIFIED FINANCIAL PLANNER™.
- Join a unique community of like-minded financial planners who want to learn together, discuss scenarios, and network for the betterment of everyone's careers.
Financial planning is not cut and dry…well it is if you study invented scenarios with clear answers.
Real clients come to us with dynamic problems and overlapping concerns. Helping them is hard work — equal parts messy and fulfilling. It requires us to be at the top of our game, and it demands that we be as good at listening as we are at advising.
Professional development at Amplified Planning™ seeks to be different.
We create courses anchored by real client meetings. We assign experience elements to get you thinking like a top planner. And we welcome you into an engaged community of fellow planners.
come for the training. stay for the community.
Each of our courses includes forums where we ask our members (a.k.a. Amplifiers) to engage. How would you answer that client concern? How would you handle the curve ball the clients just threw?
In regular community forum posts, we pose relevant questions and ask members to answer, engage and learn from each other. The community of Amplifiers is among the most valuable networks for financial planners.
find the option right for you.
We know that different seasons call for different engagements with professional development. Whether you want to go all in or simply stay connected to your community, we’ve created two options (with a third in the works) to provide you with the flexibility you need.
Amplified Planning COMMUNITY
Amplified Planning CORE
Amplified Planning CAREER
$30/month
$100/month
$500+/month
- A rotation of one featured CORE Course every month – either fresh or from the archives. This full course includes video commentary from Hannah Moore, CFP®, interaction with other Amplifiers, and 20 CFP Standard Pathway Experience Hours with every course, along with optional CE Credit.
- An engaged online community for financial planners, complete with forums for general discussion and discussion about each month’s client video.
- A monthly call with Hannah Moore, CFP® and all Amplifiers to discuss the month's featured client meeting, your career questions, or special issues in the financial planning community.
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Everything from AP COMMUNITY:
Access to the entire Amplified Planning CORE Library, which includes more than 30 client videos and their assets, and 500 CFP® Board experience hours.
These course includes: - A real client meeting video featuring Hannah’s commentary that breaks down insights and learning moments from the meeting.
- A place for virtual interactions with other Amplifiers about how you would handle the situations that come up.
- Experiential Elements - you won't just watch, you'll do!
- 20 CFP Standard Pathway Experience Hours with every course.
- Monthly small-group coaching with Hannah.
- Special CORE Member activities throughout the year like role playing exercises.
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Templates and sample documents for you to adapt and use with your clients.
- COMING IN 2024!
- Everything from AP CORE.
- A personalized professional-development plan and direct feedback to help you confidently grow in your career.
- For firms: We can work with you to create custom training compilations or plans. Whether for a specific training purpose or new-hire training, we can create solutions based on your unique needs.
- Join the waitlist to be the first to know when Amplified Planning Career launches!
Amplified Planning COMMUNITY
If you want to stay engaged in the community, learn from Hannah Moore, CFP®
and have access to five CORE Course each month.
$30/month
- A rotation of one featured CORE Course every month – either fresh or from the archives. This full course includes video commentary from Hannah Moore, CFP®, interaction with other Amplifiers, and optional CE Credit.
- An engaged online community for financial planners, complete with forums for general discussion and discussion about each month’s client video.
- A monthly call with Hannah Moore, CFP® and all Amplifiers to discuss the month's featured client meeting, your career questions, or special issues in the financial planning community.
Amplified Planning CORE
If you want to go all in: Engage with the community, rack up CE credit, join role-playing exercises,
hear from mentors, and take the world by storm.
$100/month
-
Everything from AP COMMUNITY:
Access to the entire Amplified Planning CORE Library, which includes more than 30 past client videos and their assets, and the opportunity to earn more than 500 CFP® Board experience hours.
These course includes: - A real client meeting video featuring Hannah’s commentary that breaks down insights and learning moments from the meeting.
- A place for virtual interactions with other Amplifiers about how you would handle the situations that come up.
- Experiential Elements - you won't just watch, you'll do!
- Monthly small-group coaching with Hannah.
- Special CORE Member activities throughout the year like role-playing exercises.
- Templates and sample documents for you to adapt and use with your clients.
- Access to the entire Amplified Planning Core Library, which includes more than 25 past client videos and their assets, and 500 CFP® Board experience hours.
If you’re currently an Amplified Planning CORE member, you will maintain your current membership price.
If you cancel and renew later, you will be charged the current price.
COMING IN 2024!
Amplified Planning CAREER
We’re in the process of building customized and comprehensive guidance to advance your career.
$500+/month
- Everything from AP CORE.
- A personalized professional-development plan and direct feedback to help you confidently grow in your career.
- For firms: We can work with you to create custom training compilations or plans. Whether for a specific training purpose or new-hire training, we can create solutions based on your unique needs.
- Join the waitlist to be the first to know when Amplified Planning Career launches!
Why subscribe to Amplified Planning?
- 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 and COMMUNITY 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.
a word from Hannah
