Amplified Planning offers an online training platform for financial planning professionals, providing resources and mentorship to enhance client engagement and decision-making skills. Their structured programs, including the Externship, equip participants with practical experience and CFP Board-approved continuing education hours, addressing the gap in real-world training for aspiring financial planners.
Funding
Funding not disclosed
Founders
Product
Problem
Aspiring financial planners often lack practical, real-world experience despite completing academic programs and certifications. Traditional education may not adequately prepare them for client interactions, decision-making under pressure, and navigating the complexities of the financial planning profession. This gap can lead to a lack of confidence and hinder career growth.
Solution
Amplified Planning provides online training programs designed to bridge the gap between financial planning education and practical application. Their flagship program, the Externship, offers an immersive, eight-week experience with access to industry experts and resources that demonstrate the day-to-day realities of a CFP professional. Participants gain insights into client management, problem-solving, and various specializations within financial planning. Amplified Planning also offers a monthly membership program that provides ongoing guidance and resources to enhance skills and confidence.
Target Audience
The primary audience includes aspiring financial planners, new CFP professionals, and firms seeking training resources for interns and new hires.
Features
- Eight-week Externship program providing practical experience and insights from financial planning experts
- Monthly membership offering client videos, commentary, and training resources
- Opportunities to earn CFP Board-approved continuing education (CE) hours
- Training modules focused on client engagement, decision-making, and career development
- Access to a library of client meeting scenarios and expert resources