Amplified Planning ramps up advisor education with new programs

Amplified Planning, the advisor training provider led by award-winning financial planner Hannah Moore, has expanded its offerings with two new programs to equip newer advisors for career success.

The latest offerings join the company’s successful Externship program and its CORE monthly learning subscription course.

The Amplified Planning CORE+ and the Amplified Planning Accelerator, respectively aimed at new financial advisors and the planning and RIA firms that employ them, are designed to teach critical skills and alleviate the training burden for RIAs and financial planning firms.

"We believe these new training offerings will eliminate months of time training, increase planner retention, improve client outcome, and show your team you are truly invested in their success," Moore said in a statement Wednesday.

CORE+ is a virtual training program designed to provide newer advisors with hands-on experience. Participants gain access to more than 30 real-life client meetings, personalized feedback, small group coaching, and live learning sessions. Each course offers 50 CFP Board standard experience hours, enabling planners to advance their careers while improving their skills.

Meanwhile, the Amplified Planning Accelerator is a four-month cohort-based program tailored to RIA and financial planning firms looking to develop their junior advisors. The program features small group coaching for up to 20 participants per cohort, with sessions covering critical thinking, adaptability, and financial coaching skills. Interactive exercises, such as critical thinking circles, help advisors apply technical knowledge to real-world client scenarios.

The first cohorts for the Accelerator offering a slated to begin February 3, with registration opening in December.

Both programs build on Amplified Planning’s success with its Externship program, which has trained over 4,000 new and aspiring planners since its launch in 2020. Over time, demand for the intensive eight-week online course has remained robust, with Moore forging a partnership with the CFP Board in May to make it more accessible for CFP certificants.

Moore argues that with the new programs, firms will be more able to cultivate and maintain much-needed vitality by retaining the young advisors in their talent pool.

"I kept hearing from firm owners that they wished they could outsource much of the training that is truly needed to make their newer advisors successful. Most firms just don't have the time or expertise to devote to training, and so often, it just doesn't happen," she said. "I think this is a factor in why so many new planners decide to leave the profession."