Course series
Discovery (Free)
Are you curious about financial planning?
Wondering if the CERTIFIED FINANCIAL PLANNER® certification is right for you?
Join CFP Board and Amplified Planning as we guide you through how a financial planning professional would support three unique clients.
Inside our exclusive (and free!) Financial Planning Discovery Courses, you’ll be able to do the work of a financial planner and see what CFP® professionals do every day… beyond spreadsheets and investment advice.
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Let us show you what financial planning really looks like.
Are you curious about financial planning? Wondering if the CERTIFIED FINANCIAL PLANNER® certification is right for you? Join CFP Board and Amplified Planning as we guide you through how a financial planning professional would support three unique clients.
Inside our exclusive (and free!) Financial Planning Discovery Courses, you’ll be able to do the work of a financial planner and see what CFP® professionals do every day… beyond spreadsheets and investment advice.
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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
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Watch three REAL client meetings, featuring people from a variety of backgrounds and financial circumstances
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Do work to help with the client plans, just like an associate CERTIFIED FINANCIAL PLANNER® professional
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Receive real-time feedback and decision-making breakdowns in "post-game play" style videos
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Gain confidence & insight into how to handle unique situations and client needs
PLUS: For each video course you complete, you can earn 50 Standard Pathway hours towards the experience requirement for CFP® certification (up to 150 hours for all three video courses).
You might have some preconceived notions about what financial planning looks like and who needs financial plans. We’re putting those to rest by introducing you to clients from different walks of life. Each client or client couple has their own financial challenges and needs, allowing you to see the diverse ways that financial planning principles can be used to support your future clients.
