Real Money, Real Experts The Human Side of Wealth: Training the Next Gen of Planners with Hannah Moore, CFP®️
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Jun 24, 2025 Hannah Moore, the founder of Amplified Planning and creator of The Externship, is transforming financial planner training by prioritizing empathy over textbooks. She talks about the importance of seeing clients as people and building genuine connections. Hannah also shares her journey as a working mom, discussing the support systems that help balance her career and family life. Her innovative approach not only shapes the future of financial planning but also encourages other professionals to lead with humanity.
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Human-Centered Financial Training
- Hannah Moore saw early in her career that financial training missed the human side of clients.
- She advocates recentering financial training around client humanity, not just numbers.
Externship Trains Through Experience
- The Externship provides immersive, virtual financial planning training through client engagement and tech tools.
- It prepares participants to confidently enter diverse financial planning roles by experiencing real client interactions.
AFC and CFP Synergy
- The AFC designation provides foundational skills that complement CFP expertise beautifully.
- Collaboration between AFCs and CFPs enhances client service by addressing diverse financial needs effectively.