Amplified Planning
CORE
Professional development for financial planners.
Done differently.
Learn from Hannah Moore, CFP®
Hannah is recognized as one of the nation’s top financial planners and a leader in education and training for financial planners.
Learn from Hannah Moore, CFP®
Hannah is recognized as one of the nation’s top financial planners and a leader in education and training for financial planners.
Get the resources and guidance to improve your financial planning skills
(and your confidence)
What do you get every month inside Amplified Planning CORE?
- Access to 35+ real client meetings — so you can see financial planning at work.
- The ability to 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.
- 50 CFP Board Standard Pathway experience hours per course — and CE hours available for many courses.
- TWO events — small group coaching & live learning calls — where you can learn from Hannah and other Amplifiers
- An all-new teaching style, with real-time feedback and decision-making breakdowns in each course.
- The ability to complete elements of a client's financial plan, based on their specific needs and the assignments laid out in each course.
- Time and tools needed to execute on financial plans like an associate CERTIFIED FINANCIAL PLANNER®.
- Access to a community of like-minded financial planners who want to learn together, discuss client cases, and network!
Financial planning is not cut and dry.
Real clients come to us with dynamic problems and overlapping concerns. Helping them is hard work.
Real financial planning is 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 is 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.
Amplified Planning CORE
Engage with the community, gain valuable CFP Board Standard Pathway experience hours, join role-playing exercises, hear from mentors, and change the way we do financial planning.
Access the entire Amplified Planning CORE Library:
35+ professional development courses where you can earn 1,500+ CFP Board experience hours.
$100/month
In each course, you will:
- WATCH a real client meeting video featuring Hannah’s commentary that breaks down insights and learning moments from the meeting.
- INTERACT with other Amplifiers about how you would handle the situations that come up.
- EXPERIENCE what it's like to work as a financial planner inside each course.
As an Amplifier, your other benefits include:
- Monthly small-group coaching with Hannah AND live learning sessions that offer role-play, client deep-dies, and more!
- Templates and sample documents for you to use so you can approach your own meetings with confidence.
Why should YOU become an Amplfier?
- 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 want an affordable way to deepen your skills — from the comfort of your own home
- 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 want to see if financial planning is the right career for you, but can't get first-hand experience right now
The one thing that ties all our Amplifiers together? They have a desire to become a better financial planner and to build their skillset and confidence — so they can better serve their clients.
