Amplified Planning
CORE+

Real client meetings, real feedback, real learning

GIFT A SUBSCRIPTION TO YOURSELF OR A TEAM MEMBER!

At Amplified Planning, we know that real financial planning is more than textbook knowledge. Expert planners are just as good at listening to clients and celebrating their wins as they are at retirement planning and cash flow projections. 

There’s just one problem: School doesn’t teach you how to navigate the “real work”involved in planning — or even how to work directly with clients. That’s why we created Amplified Planning CORE+, a monthly training program for new and aspiring planners who want to know what it’s like to work with clients and get feedback on how they’re doing.

What do you get every month inside Amplified Planning CORE+?

Our CORE+ subscription includes everything you (or someone on your team) need to grow into a confident and skilled financial planner. With hands-on experience, insightful courses, personalized feedback, and access to a community of fellow planners, you’ll have the resources to build a strong foundation for your career.

Gain the experience & skills that take other planners years to develop.

For $150 a month, you get:
Meeting notes review plus EVERYTHING inside Amplified Planning CORE
Inside our CORE library, subscribers get to watch ~50 real client meetings, complete
plans, connect with peers, and learn how to do the real work of a planner.
With CORE+, though… you also get direct feedback and guidance that helps you shave years off your learning curve — while gaining invaluable knowledge on how to serve diverse clients with expertise and confidence.
You’ll receive 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.
Meeting notes review is INVALUABLE in helping you shortcut the learning curve that comes with working with clients!

What else you get inside Amplified Planning CORE and CORE+:

  • Experience hours: For each course you complete fully, you can earn 50 CFP Board standard pathway experience hours and 25 AFC experience hours, helping you meet certification requirements and gain valuable real-world experience. (Right now, subscribers can earn ~2,500 CFP Board standard pathway hours by watching all the videos in our library!)
  • Live learning calls: Once a month, you’ll get to attend a live learning call where you’re presented with a unique scenario and asked how you’d handle the situation. Learning in a group setting with a scenario you haven’t prepped for is how you learn to support clients at a deeper level.
  • Access to ~50 courses: We have a library of ~50 real client meetings. You’ll learn from the real-world experiences of an expert planner, with commentary breaking down key insights and learning moments.
  • 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.

Gift a subscription to yourself or a team member!

Why CORE?

For just $150 a month, our CORE+ subscription includes everything in our CORE subscription — with one important addition: meeting notes review!

In each of our ~50 CORE+ meetings, you’re introduced to the clients, the topic of their meeting, and the information they present. You also see a breakdown from Hannah Moore, CFP®, explaining why she asked certain questions, how she could’ve done something differently, or what she’s beginning to think about as new information is presented.

Your job, as her “assistant planner,” is to take in-depth meeting notes. Don’t worry, we’ll show you how! 

Each month, you’ll submit meeting notes for ONE client meeting and get an in-depth review within 1 business week. This meeting notes submission is an element that’s missing from so much of the traditional financial planning education process. But it’s vital to our success!

$150/month or $1,200 for a year

A faster way to build your skills

Getting feedback on one of the most important elements of a client meeting is not only insightful — it expedites your learning. With meeting notes review, you’ll receive personalized insights and careful analysis of your insights into a client meeting. We’ll highlight what you’re doing well and where you might want to focus more on the client’s needs, which allows you to learn in real-time and apply what you’ve learned even faster. 

Catch the finer details

Even the most critical details can sometimes be overlooked. With our team examining your notes, you’ll learn how to catch gaps and ensure that you understand what’s happening in the meeting so you can learn to serve clients better. 

Master best practices

Our team will provide training on how to take better meeting notes, and with the feedback, your skills will only grow. You’ll gain the knowledge you need to stay informed and deliver top-tier service to your clients by tapping into years of financial planning expertise. 

Boost your confidence

With meeting notes review, you can be confident knowing that your work is being reviewed in a lower-stakes environment. This helps you build confidence that you’ll be able to tap into when you’re working with your own real clients.

Amplified Planning takes planners from theory to practice

Financial planning is not cut and dry. Real clients come with dynamic problems and overlapping concerns. Helping them is hard work. That’s why our Amplified Planning CORE courses are the preferred learning model for over 200+ of your peer planners and professionals.

In each CORE course, you’ll:

  • WATCH a real client meeting video, featuring Hannah’s expert commentary that breaks down key learning moments and insights from the meeting.
  • INTERACT with fellow Amplifiers, discussing how you would handle the situations that come up, and learning from their perspectives.
  • EXPERIENCE the realities of working as a financial planner, gaining practical, hands-on knowledge that prepares you for your future.
At Amplified Planning, we don’t just teach financial planning theory — we provide real-world learning opportunities. Where else can you get that without leaving your couch?? 

Our CORE+ program is designed to get you thinking like a top planner from day one. Combined with personalized coaching, our engaged community, and the added benefit of meeting notes review, our subscription gives you the tools you need to succeed in financial planning.

Ready to become the planner you’ve always wanted to be?

Join Amplified Planning today and gain the skills, experience, and confidence to thrive in the financial planning field. You can also earn CFP Board and AFCPE experience hours!

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!

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