SEE FINANCIAL PLANNING IN ACTION

Learn with
Amplified Planning

Dive into what financial planning really looks like, and develop the skills that it takes to succeed in this profession today!
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Get Started

New to Amplified Planning? Want to know if financial planning is right for you?
Start here with our FREE discovery courses.

Subscriptions

Monthly access to our library of REAL client meetings. Complete financial plans and earn vital experience that'll help you thrive as a new planner. Each course offers CFP Board standard pathway hours and AFCPE experience hours. CE available for some courses!

CORE

Build your foundation in financial planning with access to our full client meeting library, CE quizzes, and community.
  • Full course library
  • 50 CFP Board standard pathway experience hours for each course you complete
  • Monthly coaching and community forums

$100/month or $1,100/year (save $100)

CORE+

Everything in CORE, + personalized meeting notes review and expert feedback to sharpen your client-facing skills.
  • Everything in CORE
  • Expert feedback to sharpen your client-facing skills
  • Personalized meeting notes review

$150/month or $1,500/year (save $300)

The Externship

The premier summer training program for new, aspiring, and working financial planners.

THE PREMIER SUMMER TRAINING PROGRAM OF THE FINANCIAL PLANNING PROFESSION.

Registration is NOW OPEN!

The Externship 2026

The Externship is an 8-week virtual program where you'll learn the art and craft of financial planning from the inside. 
  • Shadow real client meetings and build financial plans using real client data
  • Earn 500 CFP Board standard pathway experience hours
  • Get hands-on with industry tools like eMoney, Nitrogen, HolistiPlan, Redtail, and more
  • Learn from 50+ experts across tax, estate, investment, and financial planning
  • Get career guidance whether you're a student, career changer, or new to the profession

$447 per seat

The BudgetingBlocks®

Help clients see money in a whole new light.

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BudgetingBlocks®


Make money conversations visual. BudgetingBlocks® is a hands-on physical budgeting tool that transforms how financial planners talk about spending with their clients. Instead of staring at spreadsheets, your clients move real blocks to see where their money goes, making budgeting tangible, interactive, and actually fun.

Perfect for client meetings, workshops,
and classroom settings.

$49

For Firms

Amplified Planning offers custom learning experiences for firms looking to train their teams.

Train Exceptional Planners with
Amplified Planning

Whether you're a firm owner, training manager, or internship director, we offer structured training programs designed to develop confident, client-ready financial planners so you can focus on what matters most.
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The Accelerator

A 4-month intensive program to fast-track your new planners into confident, client-ready professionals.

CORE+ For Teams

Flexible, competency-based monthly training with expert feedback to sharpen your team's planning skills.

The Externship

An 8-week virtual program designed to train your next generation of financial planners.

Custom Solutions

Customized training programs built around your organization's specific goals and team needs.