1. Login to your CFP Board Profile at CFP.net. This will take you to the Welcome page. If you do not have an account, click My Account on the top right-hand side of the screen, then click on Create One Now.

2. Under My Account, scroll down to the Certification Tracker graphic toolbar, and click on the Experience tab to take you to the Experience page.

3. Scroll down, and on the left-hand side of the screen, click on Report or View Your Experience.

4. This will take you to the Experience Reporting Profile, and on the bottom right-hand side, click Add Experience.

5. This page will prompt you to select your experience type – please select the highlighted for the MTP program. Once you have made your above selection, click Continue on the bottom right-hand side.

6. Under Experience Details, enter the required information, highlighted below.

For Company Name, enter "Measure Twice Planners."

For Start Date, enter the first day of the month in which you completed the MTP Experience quiz. (Example: January 1st, 2026)

For End Date, if the content name mentions a month (Example: December 2025 Content), enter the last day of the month in which you completed the MTP Experience Quiz (Example, January 31st). If the content does not mention a month (Example: Video Course or Case Studies), enter the second day of the month in which you completed the Experience Quiz (Example, January 2nd).

For Position, enter "Participant."

Under Primary Job Activity, from the drop-down menu, please select Financial Planning Research.

7. Below the Primary Job Activity is the Job Description.

IMPORTANT NOTE: Each Experience Quiz must be reported as its own entry. Multiple Job Descriptions in a single form submission will not be accepted.

Please enter the following: "Participant in the Measure Twice Planners 90-Day Experience -" followed by the content you completed.

For example: "Participant in the Measure Twice Planners 90-Day Experience - Video Course," "Participant in the Measure Twice Planners 90-Day Experience - Jamie's Case Study," or "Participant in the Measure Twice Planners 90-Day Experience - July 2025."

For Hours/Week, enter "5" then click Continue. If it gives you an error, enter "0". The CFP Board will manually update the hours to the correct amount (50, 150, etc.).

8. This will take you to the Experience Attestation page. Please enter the below required highlighted fields, and then click Save.

Supervisor Name is "Cody Garrett."

Supervisor Email Address is "[email protected]."

If you have any questions about CFP® Experience reporting in general, please email [email protected].