Monthly financial planner training

Unlock our library with 50 real client meetings!

What's it like inside our monthly programs? 

Let’s be real.

So much of the education and training available to financial planning professionals feels cut and dry — as if everything we do follows a specific formula and has clear-cut outcomes.
But we all know that’s not how the real world works. That’s not how client meetings work.

For those of us who are truly interested in making an impact and serving our clients well, we know we have to adapt our approach.  And we have to have experience to get jobs in the profession! (Which is hard to do when you need experience to get a job…)
In financial planning, there’s a gap between our curriculum, our skills, and access to real client experiences.
We want to change that with Amplified Planning, with our monthly learning subscriptions!

Two ways to become an Amplifier

Choose from our two monthly education subscriptions

Our asynchronous virtual learning subscriptions are the place to be if you want to learn how to work with REAL clients and refine your financial planning skills outside the textbook. 
Earn up to 2,500 CFP Board standard pathway hours and 1,250 AFC experience hours if you complete all courses! (And we’re growing our library every day!)

CORE

       Inside the CORE program, you get...      
$100
Monthly
  • Access to ~50 real client meetings — so you can see financial planning at work. (Complete as many as you want!)
  • Teaching from Hannah Moore, CFP®, recognized as one of the nation's top financial planners and a leader in education and training for financial planners.
  • 50 CFP Board Standard Pathway experience hours and 25 AFC experience hours per course (we have ~50!) — and CE hours available for many courses.
  • Small group coaching & live learning calls each month, where you can learn from Hannah and other Amplifiers.
  •  The ability to complete elements of a client's financial plan
  •  An all-new teaching style, with real-time feedback and decision-making breakdowns in each course.
  • Time and tools needed to execute on financial plans like an associate CERTIFIED FINANCIAL PLANNER®.
  • Access to a community of like-minded financial planners who want to learn together, discuss client cases, and network!

CORE+

Inside CORE+, you get everything inside CORE plus...     
$150
Monthly
  •  Meeting notes review 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.
  •  Detailed feedback and guidance like this can shave years off your learning curve — while gaining invaluable knowledge on how to serve diverse clients with expertise and confidence.
  •  Meeting notes review is INVALUABLE in helping you shortcut the learning curve that comes with working with clients!
I LOVE the CORE coaching calls with Hannah, to get ‘face time’ with her and hear others' questions. She always answers all our questions and has more to share. I treasure those sessions
Nita Mukherjee

See financial planning in action

Why become an Amplifier? Because you get to…

Watch ~50 client meetings (our library keeps growing!) and see financial planning at work

See real-time feedback and decision-making breakdowns in a "post-game play

Gain insights into how to handle unique situations and client needs, so you feel more equipped

Execute on plans like an associate CERTIFIED FINANCIAL PLANNER®

Earn 50 CFP® Board Standard Pathway experience hours and 25 AFC experience hours per course (finish as many as you have capacity for each month!). You could earn ~2,500 CFP Board standard pathway hours just by completing our library!

Earn 50 CFP® Board Standard Pathway experience hours and 25 AFC experience hours per course (finish as many as you have capacity for each month!). You could earn ~2,500 CFP Board standard pathway hours just by completing our library!

Access CE hours for a number of our courses

Learn from experts regarding mistakes, alternatives, and decisions to guide your work

Gain insights into how to handle unique situations and client needs, so you feel more equipped

CORE+ members also get custom meeting notes review — one of the most underrated ways to improve as a planner in less time!

A huge thanks to all of you for creating Amplified Planning! I've been [subscribed for] three years and have learned so many skills.. This was made especially clear after working with a financial counseling client... This woman said she appreciated how I listened, didn't judge, and discussed options instead of giving her a prescribed plan to follow. I know to do all of this because of Amplified Planning. Thank you!
Laura

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.

Want a free peek inside CORE?

FREE: Financial Planning Discovery Course Bundle

See real client meetings.
Do the work of a real planner.
Earn experience hours.
Our Financial Planning Discovery Bundle gives you a taste of CORE, with direct access to three real client meetings, expert insights, and structured learning to help you develop confidence before working with clients. Plus, earn up to 150 CFP® Board experience hours while you learn.