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. 

Get guidance and ﬁnd resources that help you feel more conﬁdent and capable in ALL of the facets of your work, so you can serve clients, work the way YOU want, and make an impact while you do it.

Act like our associate financial planner and get insights and training that can accelerate and fast-track your career. We’ll provide education and support that is actually helpful and applicable to your work. Plus, you can get 20 CFP® Board experience hours or 2 CE hours each month. 

The values and mission of the profession amplified. 
- We believe in collaboration, and in ﬁnding creative solutions together.
- We believe that, together, we will change the face of ﬁnancial planning, and bring these services to millions of people who previously didn’t have access.
- We believe ﬁnancial planning is a career full of purpose and meaning, and that it’s not just another job.
- We believe personal and professional growth can and should be fun and engaging. We’re tired of boring content and want to bring a breath of fresh air to ﬁnancial planning education.

Education

FinTech

Personal Finance

Amplified Planning

Hannah Moore

Ryan Peruski

Samuel Wiest

Tess Johnson

Stefanie Kassouni

Krista Cannon

This department focuses on developing comprehensive financial plans to help individuals and organizations achieve their financial goals.

Financial Planning

This department manages and coordinates externship opportunities for participants to gain practical experience in their field of study.

Externship Program

This department focuses on enhancing financial strategies and client engagement through comprehensive planning services.

This department manages the internship program, providing support, training, and development opportunities for interns.

Amplified Planning

Org chart

Teams

Financial Planning

Externship Program

Amplified Planning

Program

Offices