Transforming Financial Advisory: Amplified Planning's New Programs

Amplified Planning Launches New Training Initiatives for Advisors

In an exciting development for the financial planning sector, Amplified Planning has unveiled two new training programs designed specifically for emerging financial advisors. The CORE+ and Accelerator programs aim to equip these professionals with comprehensive skills essential for their career progression.

Understanding the CORE+ Program

The CORE+ program offers a dynamic virtual learning environment tailored for newer financial advisors. Participants gain access to over 30 real-life client meetings, receiving personalized feedback through detailed meeting notes. This unique approach fosters a supportive community where they can learn not only from their experiences but also from their peers. Live learning sessions and small group coaching with Hannah Moore herself are invaluable parts of this journey. For each course completed, participants can earn 50 CFP Board standard pathway experience hours, ensuring they advance their professional qualifications effectively.

Fast-Tracking Financial Advisor Development

The CORE+ program aims to significantly reduce the learning curve for new planners. By subscribing to this monthly training, advisors can enhance their skills rapidly, hastening their journey to success in the financial planning field.

The Accelerator Training Program

In addition to CORE+, Amplified Planning introduces the Accelerator, a four-month comprehensive training program designed to help financial planning firms train their newer advisors effectively. This program builds upon the insights gained from Amplified Planning's successful Externship program, which has prepared over 4,000 aspiring and new planners.

Small Group Learning for Enhanced Skills

The Accelerator program allows participants to join small group coaching sessions focused on critical skills development within their first three years of practice. Skills such as critical thinking, adaptability, and interpersonal connections are emphasized to ensure that advisors are well-prepared for the challenges they will face in their careers. Moreover, engaging in critical thinking circles that mimic real-life client scenarios makes this program a practical investment in their future.

Addressing Industry Challenges

Hannah Moore, the founder of Amplified Planning, recognized a pressing need for additional training focused on easing the burdens faced by financial firms with inadequate resources to train new hires. Many firm owners feel overwhelmed by the training demands, often leading to insufficient support for advisors just starting out.

Enhancing Client Outcomes and Advisor Retention

Moore believes that by outsourcing essential training components, firms can significantly enhance their new advisors' retention rates and client service outcomes. The offerings from Amplified Planning are designed to fill this gap in training, demonstrating to their teams that their development is a top priority.

About Amplified Planning

Amplified Planning stands out as a leading provider of financial planning education, dedicated to shaping the next generation of financial advisors through realistic and innovative training solutions. With its Client-Centered Financial Planning approach, the firm is known for bridging theory with practical applications.

Comprehensive Program Offerings

The flagship Externship program provides mentors and immersive training experiences essential for budding planners. Pairing this with classes like CORE, CORE+, and the Accelerator ensures new professionals receive not just theoretical knowledge but also the hands-on experience they need to excel in their careers.

Frequently Asked Questions

What are the benefits of the CORE+ program?

The CORE+ program offers personalized feedback, real-life scenarios, and community support, helping new advisors acquire vital skills effectively.

How long does the Accelerator program last?

The Accelerator program runs for four months, providing in-depth training and coaching to new advisors.

Who develops the training material for these programs?

Hannah Moore, along with her team, develops all the training materials based on extensive industry experience and feedback from past programs.

Can participants earn certificates through these programs?

Yes, participants in CORE+ can earn 50 CFP Board standard pathway experience hours for each completed course, which supports their professional certification journey.

How can firms benefit from these new training programs?

Firms will find that these programs not only enhance the skills of their new hires but also improve retention rates and client service outcomes, creating a more robust team.

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