Amplified Planning CORE

Professional development for financial planners. Done differently.

Gift a subscription to yourself or a team member!​

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 50+ real client meetings — so you can see financial planning at work.
  • An all-new teaching style, with real-time feedback and decision-making breakdowns in each course.
  • 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.
  • The ability to complete elements of a client's financial plan, based on their specific needs and the assignments laid out in each course.
  • 50 CFP Board Standard Pathway experience hours per course — and 25 AFC hours + CE hours available for many courses.
  • Time and tools needed to execute on financial plans like an associate CERTIFIED FINANCIAL PLANNER®.
  • TWO events — small group coaching & live learning calls — where you can learn from Hannah and other Amplifiers
  • Access to a community of like-minded financial planners who want to learn together, discuss client cases, and network!
Gift a subscription to yourself or a team member!​
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.


 CORE is also perfect for firms who want to train their team members to be confident, capable, exceptional 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 and AFCPE experience hours, join role-playing exercises, hear from mentors, and change the way we do financial planning.
  • Access the entire Amplified Planning CORE Library: 50+ professional development courses where you can earn 50 CFP standard pathway hours and 25 AFC experience hours per course completed!
$100/month or $1,100 a year
Gift a subscription to yourself or a team member!
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 Amplifier?

  • You are tired of learning through (boring) webinars or how-to presentations
  • An all-new teaching style, with real-time feedback and decision-making breakdowns in each course.
  • 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.
  • The ability to complete elements of a client's financial plan, based on their specific needs and the assignments laid out in each course.
  • 50 CFP Board Standard Pathway experience hours per course — and 25 AFC hours + CE hours available for many courses.
  • Time and tools needed to execute on financial plans like an associate CERTIFIED FINANCIAL PLANNER®.
  • TWO events — small group coaching & live learning calls — where you can learn from Hannah and other Amplifiers
  • Access to a community of like-minded financial planners who want to learn together, discuss client cases, and network!

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

CORE is also perfect for firms who want to train their team members to be confident, capable, exceptional planners! Purchase a gift subscription above or contact us at hello@amplifiedplanning.com to discuss getting your entire team into the program!

WE HAVE

big dreams for you

AND FOR THE PROFESSION

Keep in touch for tips to amplify your career and best serve your clients!