Company intelligence
Amplified Planning
Home of The Externship! We help new and aspiring financial planners find the real experience & tools to succeed.
About Amplified Planning
Home of The Externship and awardee of the 2025 Excellence in Gender, Diversity & Inclusion from Investment News Women’s Advisor Network We’re on a mission to help financial planning professionals change the way we work and lead. You aspire to impact your clients’ lives and to be the best financial planning professional you can be. We want to help. See real client meetings, do the work of a planner, and find resources & coaching that help you succeed in this profession. CFP Board standard pathway experience hours available for our programs, as well as AFCPE experience hours and CFP Board CE in some cases!
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Signals from Amplified Planning
10 published signals
Presence & Recognition
Amplified Planning reported that the first round of 2026 Externship data included 2,825 Externs this summer and more than 2,100 Externs finishing.
Reported by Amplified Planning
Presence & Recognition
Amplified Planning reported that 543 alumni came back for another summer and nearly 2,000 finisher boxes made their way out into the world.
Reported by Amplified Planning
Presence & Recognition
Amplified Planning is hosting a CORE coaching call on September 15 about emotional client responses in meetings.
Reported by Hannah Moore, CFP®
Research & Knowledge
Amplified Planning published a new blog exploring the Great Wealth Transfer and its impact on financial planning and women in the profession.
Reported by Amplified Planning
Products & Services
Amplified Planning launched a new Women & Wealth Masterclass exploring financial psychology of women clients, unconscious biases, and advisor-client relationships.
Reported by Amplified Planning
Products & Services
Amplified Planning launched a new course called Women & Wealth, offering CE credits for current CFP® professionals.
Reported by Amplified Planning
Products & Services
Amplified Planning is releasing a spotlight course next week with Cary Carbonaro, CFP® Professional, MBA, designed for CFP® professionals who are already working with clients.
Reported by Hannah Moore, CFP®
Products & Services
Amplified Planning is opening enrollment for the Women & Wealth Masterclass starting September 28.
Reported by Hannah Moore, CFP®
People
Amplified Planning reached almost 2,000 finishers in the 2026 Externship program.
Reported by Hannah Moore, CFP®
People
Amplified Planning reached 600 finishers out of 2,825 in the 2026 Externship program after eight weeks of live content.
Reported by Hannah Moore, CFP®