Train Exceptional Planners

with Amplified Planning

Outsourced Training Designed for Financial Planning Firms


As a firm owner or training manager, you know that developing competent, confident financial planners takes more than just onboarding and technical training. You also know that great training and development programs keep great talent at your firm.
Cerulli data shows that 70% of new planners leave the profession in the first five years, citing poor training as a major hurdle to their success.
However, in-house training requires time and resources that many firms simply don’t have.
At Amplified Planning, we provide industry-leading training programs that equip your team with the skills they need to thrive — without the burden of managing it all yourself. Whether you need structured, competency-based training for new planners, hands-on experience for interns, or an ongoing development program for your team, we have the solution.

Three Ways to Train Your Financial Planning Team

The Accelerator

Fast-Track Your Planners’
 Success
man in suit and glasses, smiling with a blurry office background

A custom, private training cohort designed to turn your planners into confident client-facing professionals.

  • Real client training videos
  • Learning experiences specific to your goals
  • Small-group coaching and critical thinking circles for confidence & communication
  • Option to add: In-depth technology training & practical applications

Perfect for: Firms looking for a structured, high-impact

  • Talk to us about your training needs!

CORE+

Monthly Structured Learning for New Planners
man wearing headphones, sitting in front of a laptop and smiling

Our CORE+ library offers competency-based training with flexible learning & custom feedback

  • On-demand courses covering essential financial planning skills
  • Practical learning with case studies and real-world scenarios
  • Meeting notes review & structured feedback
  • Monthly coaching and live learning sessions
  • CFP Board experience hours
  • Gift subscriptions easily!

Perfect for: Firms that need flexible, ongoing training without the pressure of a full-time program.

  • Buy as a gift for your team member today! 

The Externship

8-Week Virtual Program for Interns & New Planners
woman sitting at a table, waving into her laptop camera and smiling

Looking to strengthen your internship program or summer onboarding? The Externship is the largest hands-on virtual training program in financial planning.

  • 8-week summer program
  • Access to real financial planning work
  • Exposure to different career paths in the profession and 50+ industry experts
  • A scalable, affordable way to provide internship-level training

Perfect for: Firms that want to give their interns or entry-level planners valuable experience with less administrative burden.

Build Better Financial Planner Training With Us!

We are always looking for new ways to support firm owners and training managers. If you have unique training needs or want to explore partnership opportunities, let’s talk!
Contact us at hello@amplifiedplanning.com to discuss solutions that fit your firm.
Let’s make training easier, faster, and more effective for you and your team.text.