Latest news with #HannahMoore
Yahoo
25-06-2025
- Business
- Yahoo
Over 2,000 Join Amplified Planning's 2025 Externship: New Data Reveals Who's Entering Financial Planning & Why
DALLAS, June 25, 2025 /PRNewswire/ -- With over 2,000 participants from across the globe, Amplified Planning's 2025 Externship has broken new ground in its mission to train and empower the next generation of financial planners. Now four weeks in, The Externship is already providing deep insight into who's entering the profession and the challenges they face. Launched in 2020, The Externship is an 8-week virtual experience designed to offer real-world exposure to financial planning for students, career changers, and aspiring professionals. This year marks the program's largest cohort ever, with 2,078 externs engaging with real recorded client meetings, additional training by proven experts in the field, and community-based learning. "This year's growth signals something bigger than numbers. It shows that new talent entering the space is hungry for training, as well as purpose-driven careers in financial planning," said Hannah Moore, CFP®, founder of Amplified Planning. "The Externship gives them the access, confidence, and clarity they need to take their first step—or their next step—into this profession." What's New in 2025? The 2025 Externship features new clients whom Externs follow through the entire financial planning process, from onboarding to investment planning, college planning, estate planning, and more. Externs also get access to industry-standard tools eMoney, Morningstar Advisor Workstation, EncorEstate Plans, Redtail, and Asset-Map — which they use to complete assignments and deliver practice plans. The 2025 Externship also taps into even more industry mentorship, with over 60 expert speakers including J.D. Bruce, Anna N'Jie-Konte, Louis Barajas, Jerry Cobb, Susan Bradley, and many others. This is a level of exposure to the profession, client meetings, tools, experts, and networking that many in the program have never had. Notably, 44% of Externs have never seen a financial planning meeting before, and 83% of 2025 Externs are first-time participants. Who Are the 2025 Externs? New data paints a compelling picture of an increasingly diverse, mission-driven group of future planners who are entering the field from all stages of life and professional experience: Career: 39.5% are career changers 28.3% are students or recent grads 23.8% currently work in financial planning or financial services Age: 30.7% are 18–24 years old; nearly 50% are 25–44 years old Sex: 56.4% are men, 42.6% are women Race/Ethnicity: 40.5% identify as people of color, including 10% Black and 10% Asian — nearly 4x the industry average Education: 75% hold bachelor's or master's degrees; 15% have no college degree, signaling broader accessibility First-Gen College Students: Nearly 30% identify as first-generation college attendees Why They're Choosing Financial Planning Extern survey respondents cite deeply personal motivations for joining the profession: 90% want to help people 80% are driven by a personal interest in personal finance 60% are interested in starting their own firm Work-life balance, entrepreneurship, and income potential also rank high Many, however, face real barriers to entering this profession. According to The Externship's ongoing participant feedback: 39% struggle to find job opportunities that match their experience 28% cite low pay or financial instability early in their careers 22% note a lack of clear career paths These concerns mirror recent findings from the FinServ Foundation + FP Transitions Aspiring Advisor Survey, which emphasized the urgent need for more transparent pathways, stronger mentorship and training, and inclusive hiring practices in wealth management. Engagement at Scale By the end of Week 1, The Externs generated thousands of forum posts and replies, reflecting high engagement and a hunger for connection. Hot topics include: How to transition into planning from other careers Navigating entry points into the profession Building networks and personal brands as a new advisor "This isn't just education for our Externs. It's really transformation," said Moore. "The Externship is helping people see what's possible for themselves and their future in this field." What This Means for the Industry As the profession grapples with talent shortages, succession gaps, and a need for greater diversity, the 2025 Externship is a clear signal: The next generation is here, and they're ready to join us. Are we ready for them? About Amplified Planning Amplified Planning is a premier provider of financial planning education focused on preparing the next generation of financial advisors with real-world experience and innovative training solutions. Founded by award-winning financial planner Hannah Moore, CFP®, Amplified Planning is known for bridging the gap between theory and practice with a Client-Centered Financial Planning™ approach. Their flagship program, The Externship, offers aspiring and new planners immersive training, mentorship, and critical skill-building opportunities to excel in their careers. They also offer CORE, CORE+, and the Accelerator programs, all focusing on real client meetings and a supportive community. For more information on all of the programs that Amplified Planning offers, visit View original content to download multimedia: SOURCE Amplified Planning Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Mayor
12-05-2025
- Business
- Business Mayor
Why you should quit your job and change the world
'Moral ambition is the desire to stand on the right side of history before it is fashionable, to basically devote your career, your life, to some of the most pressing issues that we face as a species.' Rutger Bregman, historian and author of Moral Ambition, believes that too many of us are in what he calls 'bullshit jobs'. 'What I see is an enormous waste of talent,' he tells Hannah Moore. 'So many people who could go on and do great things, who are stuck in cubicles, writing reports no one's ever going to read, creating PowerPoints no one wants to look at. It's pretty sad, and that needs to change.' He has founded the School for Moral Ambition, which aims to match such individuals with a cause to tackle. 'We want to recruit a Swat team of very talented wealth managers, bankers and corporate lawyers who are currently working for the Empire – sorry, this is a Star Wars reference – and we want to convince them to work for the Rebel Alliance.' He believes they should be 'fighting tax avoidance, fighting tax evasion, because it's not enough for me to just shout, 'tax the rich'. You also need the radical nerds who understand everything about all the loopholes and make all the difference.' Support the Guardian today:
The Guardian
03-03-2025
- Health
- The Guardian
The doctors detained in Gaza: ‘He was dragged from the operating theatre'
Since the war in Gaza began more than a year ago, the health system has crumbled. Hospitals have been attacked, medical supply lines disrupted and many doctors have been killed in the Israeli bombardment. Other physicians have been detained. Dr Khaled Serr is a surgeon at Nasser hospital in Gaza. He says he was arrested after his hospital was attacked by the Israeli military. Like other doctors in Gaza, he says he thinks he was held because of his job. He tells Hannah Moore he was beaten, humiliated and endured terrible conditions before he was released without charge. Annie Kelly is the editor of the Guardian's Rights and Freedom series. Along with Hoda Osman from Arab Reporters for Investigative journalism, she spoke to eight doctors who say they were held and tortured in Israeli prisons. She explains that the IDF says it is operating to restore security to the citizens of Israel and that it arrested people suspected of terrorist activities, and that those who were not involved in terrorist activities were released back to Gaza as soon as possible. Annie tells Hannah what the effect of the doctors' imprisonment has meant, not just for the medics themselves but for the healthcare system in Gaza.
The Guardian
14-02-2025
- Entertainment
- The Guardian
Shon Faye on love and dating as a trans woman
Shon Faye, author of Love in Exile, shares her experiences of trying to find love: from a trans teen who thought themselves unworthy of love, to a party girl in her 20s – and now, a woman with a deeper understanding of what real love is. She tells Hannah Moore how recovering from alcohol addiction helped to reframe her understanding of love. 'I started to think about this idea of love and romantic love being an antidote to this deeper feeling of being unlovable, and how much of that had probably been the wrong basis to seek out romantic love to begin with, although I think so many of us do.' Shon tells Hannah what she learned in her first serious relationship, her time on dating apps, and her time writing her advice column, Dear Shon, for US Vogue. Support the Guardian today:
