Amplified Planning Launches Women & Wealth Masterclass in Response to Shifting U.S. Wealth Ownership
Amplified Planning has launched the Women & Wealth Masterclass, a specialized continuing education course for financial planners designed to help them better serve women clients as trillions of dollars shift into their control over the coming decades. The program was developed in partnership with Cary Carbonaro, an award-winning advisor and author who brings more than 25 years of experience working with female clients. The eight-module course focuses on practical strategies for understanding how women make financial decisions and building trust during major life transitions. This initiative aligns with a broader trend: Cerulli Associates estimates $124 trillion will transfer by 2048, including nearly $54 trillion between spouses—most of which is expected to go to women. The course emphasizes the importance of relationship-building and communication skills over product-based approaches. As firms that cater effectively to women are projected to thrive in coming years, advisors must adapt their methods to meet evolving client expectations.
Topics: professional_development wealth_management women_in_finance