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Amplified Planning Your financial planner career - amplified.

Most financial planning candidates prepare for interviews by reviewing technical concepts, job experience, and practicin...
10/14/2026

Most financial planning candidates prepare for interviews by reviewing technical concepts, job experience, and practicing a few basic hiring questions.

The firms doing the hiring are evaluating something else entirely.

The six things on these slides are what experienced financial planning firms are actually watching for. They are listening for these competencies in how you answer questions, how you talk about past experiences, and how you show up in the room.

These are harder to fake than technical knowledge and harder to develop quickly if you haven't been thinking about them.

The good news: they're all buildable and you can reflect them in your resume today if you have the right experience. Knowing what they are is the first step to developing them intentionally.

And if you're curious where you stand on these competencies, FPA has an entire self-assessment for you at fpalearning.onefpa.org/FPACompetencyModel

October is STACKED inside CORE. 👀We’re welcoming a new instructor, Lillian Turner, and hosting a learning live call with...
10/07/2026

October is STACKED inside CORE. 👀

We’re welcoming a new instructor, Lillian Turner, and hosting a learning live call with Meghaan Lurtz. You're also getting a first look at a brand-new college planning calculator in our program, and we're adding even more opportunities to earn CE.

Plus, Megan & Michael’s first meeting goes live Monday, October 5th, where you’ll see our new college calculator in action.

And if IAR CE is on your list, you can now earn it through Tron & Miranda’s first meeting (and the Women & Wealth Masterclass, now inside the AP shop).

There’s a lot happening inside CORE this month. Come learn with us! Join today at amplifiedplanning.com/subscribe

Your next career move deserves more than a Google search.Join CFP Board’s Career Studio for practical insights, resource...
09/30/2026

Your next career move deserves more than a Google search.

Join CFP Board’s Career Studio for practical insights, resources, and guidance designed to help you navigate your career in financial planning. Whether you’re figuring out your next step, looking for new opportunities, or thinking about where you want your career to go, this is the place to be!

Take the time to invest in your career and connect with resources built specifically for financial planning professionals.

Register here: https://events.zoom.us/ev/AnnTXqs96cPq-RhJ69Z9SPjpExFFMVl9fvRO6B-QKzpAUaVeRbp5~AmJNBZzpfxu1Q-3kGfUlCzfv_Z6ydeQdW4rlXJHxDuPNaPDXw_cZ5OE3ca2rnA3TMVAKfo8QK_wH94AzeDMLlYgVKg

You have just a few hours to join tomorrow's Women & Wealth kickoff call!It's the last day to enroll in the Women & Weal...
09/27/2026

You have just a few hours to join tomorrow's Women & Wealth kickoff call!

It's the last day to enroll in the Women & Wealth Masterclass and get four live calls with Cary Carbonaro.

Yes, FOUR! You get a welcome call, a mid-point check-in, a wrap-up, and (our personal favorite) a final unrecorded AMA where you can ask Cary literally anything without it living on the internet forever.

The course sticks around after today. Cary's live calls don't.

Want a breakdown of the bonus calls you're getting when you register today?

1️⃣ Welcome Call: Monday, September 28th at 3pm ET
RECORDED!
This is where it all begins. You'll meet Cary, get a clear picture of what the next few months are going to look like, and show up with whatever excitement or nerves you're carrying into this. The AP team will be there too if you have any getting-started questions. Think of it as the best first day of school you've ever had.

2️⃣ Mid-Point Call: Monday, October 19th at 3pm ET
RECORDED!
You're halfway through, and you've already watched Cary walk you through the history, the psychology, and the moments that made you rethink a client conversation you had last week. Now we get together and talk about all of it. Bring your questions, bring the thing that surprised you most, and bring what you've already started doing differently in your practice.

3️⃣ Wrap-Up Call: Monday, November 16th at 3pm ET
You've seen all eight modules now (or most) and Cary is here to tie it all together, answer the questions that have been building, and help you think about what comes next. This tends to be the call where everything clicks into place. Come ready to share what shifted for you and what you're taking back into your practice.

4️⃣ AMA Call: Monday, December 14th at 3pm ET
NOT recorded
This is the call where you get to ask Cary the things you actually want to know: the uncomfortable questions, the ones you've been sitting with since Module 3, and the ones about your specific clients or firm. Nothing is held back and nothing is on record — just Cary being completely unfiltered with a room full of people who showed up ready for a real conversation. This is the one people will be talking about in January.

You get all of that PLUS 8 modules that deep dive into the history and psychology women & money, how to serve women differently, and the business case for building firms that serve women in their own way. It also offers 4.5 CFP Board CE and 2.5 IAR CE!

The Women & Wealth Masterclass is the course that will change how you show up with every client you serve... not just women. Today is your last chance to be in the room with Cary while you learn it.

Enroll now at amplifiedplanning.com/shop — we'll see you on the welcome call tomorrow. 🎉

Something new just launched in the Amplified Planning shop.The Women & Wealth Masterclass is our first-ever spotlight co...
09/23/2026

Something new just launched in the Amplified Planning shop.

The Women & Wealth Masterclass is our first-ever spotlight course, taught by Cary Carbonaro, who has spent 25 years working with women clients and literally wrote the book on serving them well.

Her new course, which we've just added to our shop, explains WHY planners need to know how to serve women clients now more than ever. For so long, we've assumed that all clients need "mostly" the same things.

But 2025 research from CFP Board found that only 22% of women clients think about themselves in the planning process though — and that's a paradigm shift for our entire profession!

Women experience money differently than the planning process was designed to account for. There is different history behind women's view of money, as well as different psychology.

These are the gaps that don't always show up in a meeting until a woman decides she wants to find a new planner, and we want to make sure YOU are that planner (or that your clients never want to leave you in the first place 😉)

Cary has spent 25 years building those kinds of relationships with clients, and wants to help us change the profession to better accommodate women. After all, they'll control more than half of the wealth in the U.S. in the coming decades!

She has built real frameworks around what it takes to show up well in them, and she has put all of it into eight modules that any planner can use, starting with their very next meeting.

The Women & Wealth Masterclass is now available in the Amplified Planning shop. It offers 4.5 CFP Board CE credits (no experience hours available).

📣 You also get 4 live calls with Cary if you enroll before September 28th! 📣

This is for the planner who wants to be genuinely exceptional... NOT just technically competent.

Check it out at amplifiedplanning.com/shop

Women are the fastest-growing client demographic in financial planning. They're also the clients most likely to leave af...
09/16/2026

Women are the fastest-growing client demographic in financial planning. They're also the clients most likely to leave after a life transition, and most likely to refer their friends and family when they feel genuinely understood.

The Women & Wealth Masterclass, taught by Cary Carbonaro CFP®, MBA, gives practicing planners the frameworks, exercises, and real-world tools to serve this client base well.

We wrote the full breakdown on the blog: everything you need to know about the Great Wealth Transfer, why women leave their advisors, and what it actually takes to serve them well.

Read more at guidingwealth.com/blog

This fall, Amplified Planning is welcoming one of the most recognized voices in women’s financial planning.Cary Carbonar...
09/09/2026

This fall, Amplified Planning is welcoming one of the most recognized voices in women’s financial planning.

Cary Carbonaro, CFP®, MBA, has spent 25 years working with women clients. She’s a CFP Board Ambassador, two-time bestselling author, Investopedia’s #4 national advisor, a 2026 InvestmentNews Financial Education Champion, and the 2025 InvestmentNews DEI Trailblazer of the Year.

Now, Cary is bringing her frameworks, tools, and real-world exercises to Amplified Planning through our first-ever spotlight course: Women & Wealth Masterclass.

This isn't just about learning how to work with women clients. It's about understanding the people sitting across from you and building the skills to serve them well.

The Women & Wealth Masterclass starts September 28. CE credit is included, and early access is available now for $397. Join before September 28 and you'll also unlock four live calls with Cary.

Want to serve women clients (and all your clients) better? This is a great place to start. Comment WOMEN to get the link or visit our website at amplifiedplanning.com

September is STACKED inside CORE.New client cases, an expert session on operations and systems, and small-group coaching...
09/02/2026

September is STACKED inside CORE.

New client cases, an expert session on operations and systems, and small-group coaching on sitting with clients during emotional meetings.
If you've been waiting for a good time to join, this is it.

amplifiedplanning.com/subscribe

Pssst... We're also launching a new course (separate from CORE) about how to serve women clients. Women & Wealth releases Sept 28th and you can buy your seat now! It offers CE for current CFP® professionals!

Comment WOMEN and we'll send you the link to the waitlist!

As experienced advisors retire and demand for holistic financial advice continues to grow, firms are looking for the nex...
08/26/2026

As experienced advisors retire and demand for holistic financial advice continues to grow, firms are looking for the next generation of planners to step in.

Current projections estimate the profession could face a shortage of nearly 100,000 advisors by 2034.

This means there is real opportunity for people who are willing to build the technical skills, develop strong client relationships, and commit to doing this work well.

If you're considering a career in financial planning, there's never been a more important time to enter the profession. The need is real and so is the opportunity!

If you're considering a career helping people with money, you've probably noticed there are a lot of titles to sort thro...
08/19/2026

If you're considering a career helping people with money, you've probably noticed there are a lot of titles to sort through.

Financial coach. Financial planner. CFP® professional. Financial advisor.

The good news? There isn't just one way to build a meaningful career in this profession.

Some people are drawn to behavioral finance and helping clients change habits. Others love the technical complexity of retirement, taxes, and comprehensive planning. And increasingly, many professionals find themselves somewhere in the middle.

Because the truth is, great financial planning often requires great coaching.

Which path sounds most like you?

We just wrote a whole blog on the difference between financial planning vs. financial coaching. Take a peek if you're curious!

amplifiedplanning.com/blog

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2007 N Collins Boulevard, Suite 503
Richardson, TX
75080

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