Give Your Students the Financial Planning Experience They Can’t Get in the Classroom

Interpersonal, applied, and culturally aware financial planning training for your students — available virtually! This is the experiential learning that faculty, students, boards, and sponsors are looking for.

Bring CORE to campus

The Amplified Planning CORE library helps universities integrate real-world training into their financial planning curriculum. Students will have access to a library of 60+ real client meetings and do the work of a real planner. For each client meeting they complete*, they can earn 50 CFP Board standard pathway experience hours and 25 AFC® hours

What is CORE?

CORE is a self-paced training library built around real client meetings and structured learning outcomes. Each course includes:

  • A real client meeting hosted by Hannah Moore, CFP® 
  • Real-time commentary and breakdowns by Hannah, focusing on decision-making, navigating emotions/tension, and the “why” behind what was said
  • Discussion prompts, quizzes, and planning deliverables
  • 50 CFP Board standard pathway experience hours and 25 AFC® hours*
Is CORE right for your curriculum?
  • Faculty who want to build interpersonal or DEI-focused courses
  • Programs needing experiential learning hours but lacking in-person placements
  • Universities looking to partner with Schwab or others for funded externship alternatives

Custom packages available

Choose which client meetings align with your syllabus or upcoming curriculum. We’ll provide you with a list of each of our client meetings and what students will learn, so you can pick which ones align best with your required outcomes.

Sign your students up, we take care of the rest!

  • We’ll help map CORE courses to your curriculum
  • Review proposal language for Schwab or sponsor funding
  • Get students onboarded into our LMS
  • Manage student CFP Board hours submission inside our LMS
  • Send faculty reports on student completion rates
Ready to bring CORE to your program?
Book a quick call with our team to see how our CORE learning library can give your students an all-new level of experiential learning! 
If funding support is not available, we offer discounts and flexible solutions to keep costs manageable.
Inquire using the form below to start the discussion!
    * Each client meeting comes with assessments and homework that have to be completed in order to earn CFP Board and AFCPE hours. Each 50 CFP Board-hour package is called a “CORE course.”

    Contact Support