Amplified Planning launched a new course called Women & Wealth, offering CE credits for current CFP® professionals.
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September is STACKED inside CORE. New client cases, an expert session on operations and systems, and small-group coaching on sitting with clients during emotional meetin…
Company
Amplified Planning
Home of The Externship! We help new and aspiring financial planners find the real experience & tools to succeed.
- Industry
- Financial Services
- Location
- Richardson, US
- Company size
- 51–200 employees
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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Latest activity from Amplified Planning
10 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.
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.
Presence & Recognition
Amplified Planning is hosting a CORE coaching call on September 15 about emotional client responses in meetings.
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