What Amplified Planning does

Amplified Planning is a privately held financial planning education and training platform operated by Moore Media Consulting Group, LLC, headquartered in Richardson, Texas. Founded in 2020 by Hannah Moore, CFP, the company addresses the documented gap between theoretical financial planning education and the real-world client experience employers require, citing Cerulli data that 70% of new planners leave the profession within five years due to inadequate training. The company serves four primary customer segments: students pursuing CFP certification, career changers (approximately 40% of Externship participants), new and early-career CFP professionals, and financial planning firms seeking structured team training.

The core product portfolio centers on The Externship, an 8-week virtual intensive program offered each summer that delivers 500 CFP Board Standard Pathway experience hours and 180 AFCPE hours, priced at $447 per seat for 2026 with the largest cohort yet projected at 2,000+ participants. CORE and CORE+ monthly subscriptions ($100 and $150 per month respectively) provide access to a library of approximately 60 real client meeting courses with expert commentary from Hannah Moore. The platform also offers the Financial Planning Discovery Videos Bundle (free, up to 150 CFP Board experience hours), the BudgetingBlocks physical tool ($49/unit), The Accelerator 4-month firm training program, and custom firm training packages starting at $450 per employee. Technology infrastructure runs on the LearnWorlds LMS with Stripe, Apple In-App Purchase, and Google Play Billing for payments, and integrates with six industry-standard financial planning software platforms: eMoney, Nitrogen, Holistiplan, Redtail, Asset-Map, and EncorEstates.

The business model combines recurring subscription revenue (CORE and CORE+), annual event-driven one-time revenue (The Externship), B2B training contracts (firm packages), freemium lead generation (Discovery Videos), and physical product sales (BudgetingBlocks). Go-to-market is community-led and event-driven, leveraging partnerships with CFP Board, Schwab Advisor Services, FPA, NAPFA, AFCPE, XYPN, and Kaplan's College for Financial Planning for credibility and referral distribution. The company has trained over 6,500 students, career changers, and professionals since inception, with no external institutional investment identified, suggesting bootstrapped, founder-controlled operations.

Name

Amplified Planning

Legal name

Moore Media Consulting Group, LLC

Website

https://amplifiedplanning.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Amplified Planning is a Richardson, Texas-based financial planning education platform founded in 2020 that delivers real client meeting-based training programs, CFP Board experience hours, and subscription learning products to aspiring, early-career, and career-changing financial planners, plus structured training for advisory firms.

Ownership category

akta.pro rank

Product category

Professional Education and Training for Financial Planners

NAICS

Professional and Management Development Training (611430)

SIC

Investment Advice (6282)

akta.pro primary industry

Budgeting & Cash-Flow Management (EDAAAJAA)

Keywords

• Financial planner training
• CFP experience hours
• Professional education subscriptions
• Virtual externship programs
• Advisor onboarding training

Headquarters

HQ city

Richardson

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Supply Chain, Infrastructure

Revenue model

1. CORE Subscription: Monthly subscription providing access to ~60 real client meeting courses, coaching calls, community forums, and experience hours. Earns 50 CFP Board standard pathway hours per course completed. $100/month or $1,100/year.
2. CORE+ Subscription: Enhanced monthly subscription including all CORE benefits plus personalized meeting notes review once per month. $150/month or $1,500/year.
3. The Externship Program: One-time purchase 8-week virtual summer intensive training program. 2026 pricing: $447 per seat. Includes 500 CFP Board standard pathway hours and 180 AFCPE hours upon completion.
4. Firm Training Packages: Custom training packages for financial planning firms to train their advisors. Starting at $450/employee. Includes CORE library access or custom 3-4 month programs.
5. BudgetingBlocks Physical Product: Physical budgeting tool sold for $49 per unit, used in client meetings, workshops, and classroom settings.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

Amplified Planning is a financial planner training and education company that sells access to a video-based learning platform featuring a library of approximately 60 real client meeting recordings with expert commentary. Its core offerings are The Externship (an 8-week virtual summer intensive providing 500 CFP Board standard pathway hours), CORE and CORE+ monthly subscriptions (giving subscribers on-demand access to real client meeting courses and coaching), Financial Planning Discovery Videos (a free bundle), firm training packages (custom programs for advisory firms starting at $450 per employee), and the BudgetingBlocks physical product.

Product overview

Amplified Planning is an educational platform for financial planning professionals offering multiple training programs. The core offerings include: The Externship, an 8-week intensive summer program (2026: $447/seat); CORE monthly subscriptions ($100/month) providing access to ~60 real client meetings with 50 CFP Board experience hours per course; and CORE+ premium subscriptions ($150/month) adding personalized meeting notes review and expert feedback. Free products include the Financial Planning Discovery Videos Bundle (up to 150 experience hours). Physical product BudgetingBlocks is available for $49. For firms, The Accelerator provides 4-month intensive training, while Custom Training offers tailored programs starting at $450/employee. The portfolio is unified by real client meeting-based learning with technology tool integrations (eMoney, Nitrogen, Holistiplan, Redtail, Asset-Map, EncorEstates).

Differentiator

Problem solved

Functional benefit

Brands

• CORE: Monthly subscription program offering access to ~60 real client meetings, expert breakdowns, CFP Board experience hours, and community access for financial planners.
• CORE+
• The Externship
• BudgetingBlocks
• Financial Planning Discovery Videos

Products and services

• The Externship An 8-week virtual summer training intensive for aspiring and new financial planners that offers 500 CFP Board standard pathway hours and 180 AFCPE experience hours. Features real client meetings, 50+ industry experts, and hands-on training with tools including eMoney, Nitrogen, Holistiplan, Redtail, Asset-Map, and EncorEstates; also offered to firms as an internship/externship supplement.
• CORE Monthly subscription providing access to a library of approximately 60 real client meetings with expert commentary, with 50 CFP Board Standard Pathway experience hours and 25 AFC experience hours per course. Includes monthly coaching calls, community forums, and templates for financial planning; priced at $100/month or $1,100/year.
• CORE+ Premium monthly subscription including all CORE features plus personalized meeting notes review for one client course per month, expert feedback to sharpen client-facing skills, and monthly live learning sessions with industry guest experts; priced at $150/month or $1,500/year.
• Financial Planning Discovery Videos Bundle Free three-part video program in partnership with CFP Board featuring real client meetings with homework assignments and post-game play commentary, enabling users to earn up to 150 CFP Board Standard Pathway hours. Designed for those exploring financial planning careers and serves as a lead magnet for CORE and Externship.
• BudgetingBlocks Physical hands-on budgeting tool that financial planners use in client meetings and workshops, allowing clients to physically manipulate blocks representing spending categories to make budget conversations interactive; priced at $49 per unit.
• The Accelerator 4-month intensive firm training program designed to transform new planners into confident, client-ready professionals. Includes real client training videos, meeting notes review, small-group coaching, critical thinking circles, and in-depth eMoney training.
• Custom Firm Training Customized training programs built around an organization's specific goals and team needs, letting firms choose from the CORE library or build custom 3- or 4-month training programs for their advisors; starting at $450 per employee.

Quantifiable outcome

• 6,500+ professionals trained since 2020
• +4 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

Feature4 records

Partnerships

15 partnerships are on record, tiered core, major and minor.

• NitrogencoreTechnology or Integration · 1 January 2026New technology partner for 2026 Externship. Provides risk analysis and financial planning software integration for participants.
• HolistiplancoreTechnology or Integration · 1 January 2026New technology partner for 2026 Externship. Tax planning software integration for participants learning tax-efficient strategies.
• CFP BoardcoreStrategic or Co-development PartnerDedicated partner for Financial Planning Discovery Videos. CFP Board认可 Amplified Planning's programs for providing Standard Pathway experience hours. Joint initiative to help prospective planners explore CFP certification.
• Schwab Advisor ServicescoreStrategic or Co-development PartnerMajor sponsor of The Externship. Co-published research on talent acquisition and retention in financial advice profession (November 2025). Schwab RIA Connect Talent Advantage partner.
• eMoneycoreTechnology or IntegrationTechnology partner providing software access for The Externship participants. eMoney certification available through the program. Re-certification offered for returning participants.
• Redtail (an Orion company)coreTechnology or IntegrationTechnology partner providing CRM software access for Externship participants. Used for client management and practice workflow training.
• Asset-MapcoreTechnology or IntegrationTechnology partner providing visual financial planning tool for The Externship. College Planning week technology focus.
• EncorEstatescoreTechnology or IntegrationTechnology partner providing estate planning software access for Externship participants. Estate Planning week technology focus.
• FPA (Financial Planning Association)coreGTM or Marketing PartnerIndustry partner providing scholarship support for The Externship. Press and media partner. FPA Virtual Externship collaboration.
• AFCPE (Association of Financial Counseling & Planning)coreGTM or Marketing PartnerIndustry partner recognizing Amplified Planning courses for AFCPE experience hours. 180 hours available through The Externship.
• NAPFA (National Association of Personal Financial Advisors)coreGTM or Marketing PartnerIndustry partner for finding fee-only fiduciary planners. Referrals and partnership for professional development.
• XYPN (XY Planning Network)coreGTM or Marketing PartnerIndustry partner supporting the next generation of financial planners. Partnership for professional development and career resources.
• College for Financial Planning (Kaplan Company)majorStrategic or Co-development PartnerSponsor of The Externship program. Supports training the next generation of financial planners.
• Dimensional Fund AdvisorsmajorStrategic or Co-development PartnerSponsor of The Externship program. Investment philosophy and planning approach integration.
• Savvy LadiesminorGTM or Marketing PartnerNonprofit partnership providing Amplified Planning students with real client counseling experience opportunities.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• College for Financial Planning (Kaplan): The largest incumbent CFP certification education provider in the U.S., offering the CFP® Certification Education Program and related designations. Listed as an active partner/sponsor of Amplified Planning's Externship, and is the closest comparable platform in terms of financial planner credentialing training.
• American College of Financial Services: Provides financial planning designations (CFP®, ChFC®, CLU®) and graduate-level degrees for financial professionals. Comparable target market (aspiring and working financial planners) and overlapping curriculum, including financial planning and client-meeting practice training.

Emerging players

• Banzai: Financial literacy curriculum platform targeting students and adults with interactive courses. Comparable in delivery model (digital, video-based financial education) but focused on consumer/student literacy rather than CFP professional training.
• Zogo Finance: Gamified financial education platform for young adults and students, delivered via a mobile/web app. Similar product shape (video lessons, engagement loops) but at the consumer/student level rather than professional certification.

Broad incumbents

• EverFi: Large-scale financial education provider serving K–12, higher education, and enterprises. Broadly overlaps with Amplified Planning's adult financial literacy subject matter and self-serve subscription model, though at a much larger scale and with institutional rather than professional customers.
• Dave Ramsey Financial Peace University: Consumer-facing financial education curriculum covering budgeting, debt, and cash flow management. Direct thematic overlap with Amplified Planning's budgeting and cash flow subject matter and its BudgetingBlocks product line, though the customer is the consumer rather than the advisor.

Others

• Kitces: Leading independent research and content site for financial advisors. Amplified Planning's founder is a guest/collaborator; comparable audience (aspiring and working planners) and complementary content (advisor education and training) without direct course competition.
• Next Gen Personal Finance: Nonprofit providing free personal finance curriculum to high schools and educators. Thematic overlap in financial literacy subject matter and a top-of-funnel source for students who later pursue CFP certification via platforms like Amplified Planning.
• Investopedia Academy: Self-paced financial education course catalog covering investing, trading, and personal finance. Overlaps with Amplified Planning's subscription self-serve delivery model and financial planning subject matter, though not specialized in financial planner certification.
• XY Planning Network (XYPN): Member organization supporting next-generation fee-only financial planners. Listed as an active Amplified Planning GTM partner, with overlapping audience of early-career planners and overlap in educational programming for advisor development.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/amplifiedplanning
• Instagraminstagram.com/amplifiedplanning

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Amplified Planning