Summer CFP Training Program Registration Closes Wednesday

By John Manganaro

News May 23, 2024 at 10:23 AM

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The application window for a recently expanded online training program that helps college students, new advisors and career changers enter the financial planning field closes Wednesday.

The course, which was created by Amplified Planning founder Hannah Moore, now leads participants through 500 standard pathway experience hours from The CFP Board. Prior editions of the program, now in its fifth year, credited learners with 180 hours.

The cost of the course is $350 for individuals, and there are group discount rates available to financial planning firms. More information about the eight-week virtual program is available on the application form. No late entries will be accepted.

In announcing the summer 2024 program earlier this year, Moore said The CFP Board's decision to more than double the credited experience hours is "a testament to the program's workload and its profound impact on participants."

With instruction from more than 50 industry professionals and experts, the curriculum spans crucial areas of financial planning, Moore said, including retirement planning, investment management, and tax and estate planning.

"It takes 6,000 standard pathway experience hours for a financial planner to earn their Certified Financial Planner designation," Moore explained. "For non-traditional students, veterans, career changers and many other aspiring planners, the barriers to entry can be daunting. My mission is to make training both affordable and accessible, helping to alleviate the talent shortage in the profession."

Pictured: Hannah Moore

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