Hannah Moore on How to Become a Professional Financial Planner

Perhaps, amidst all your reading and podcast-listening about personal finances, you’ve thought to yourself, “I should explore becoming a professional financial planner.” If so, this is the episode for you. Host Robert Brokamp discusses the topic with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program for aspiring financial planners and people who want to build their own financial plan.
Topics covered:
-The benefits of being a professional financial planner
-The future of the profession, especially in a world of AI
-How to start exploring the financial planning profession
-Considerations for making a career transition

Host: Robert Brokamp, CFP®, EA
Guest: Hannah Moore, CFP®, CeFT
Engineer: Bart Shannon

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