On-Demand Event

Unlocking Potential: Amplified Planning’s Externship Program

The Only Externship that Trains New and Junior Advisors How to Succeed at Financial Planning

XYPN Logo Mark

x

Partner Logo

Please answer the following questions to watch this exclusive session

 

Are you an RIA owner interested in the benefits of training new or junior advisors on the tech, tools, and best practices they need to help your financial planning firm succeed? Or are you considering a career in financial planning and want a kick-start that gains you 180 CFP® Board Standard Pathway experience hours?  Then you won’t want to miss this webinar. 

Join us as we introduce Amplified Planning’s Externship, an 8-week online program designed to train advisors on:

  • Real-world Applications for Planning Software
  • Investment Planning
  • Insurance and Risk Management Planning
  • Student Loan Planning and College Planning
  • Cash Flow Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Navigating Your Career

Amplified Planning’s founder and owner, Hannah Moore, CFP®, CeFT, shares the story behind the Externship, its impact after five years and more than 3000 participants, and all the course has to offer. Find out how this innovative program is shaping careers and meeting demands to train more qualified financial planners with practical application-based best practices. Hear from past participants, including an Extern alum and a Registered Investment Advisor (RIA) firm, about the impact the Externship Program had on them. 

Featuring

Get weekly updates straight to your inbox