MTP Financial Planning Experience ($249)

Content Access Through December 31, 2025
Registration Deadline: September 30, 2025

Need to create a CFP Board ID#? Please go to  https://www.cfp.net/account-registration to create your free account.

Participants receive the following benefits:

  • "Create Your Own Financial Plan" video course, including dozens of downloadable planning templates and calculators - taught by Cody Garrett, CFP®
  • Real financial planning case studies, including actual client meeting recordings
  • Live member video meetings to learn from others in a group setting
  • Mentorship opportunities with dozens of practicing financial planners
  • Up to 500 CFP Board Accepted Standard Pathway Experience Hours available (upon verified content completion)

What Other Participants Have Said:

MTP has been invaluable for me as a career changer and aspiring planner. Without it, I would feel so lost trying to navigate this new industry! Cody is personable, intelligent, and so patient with his clients - he provides such an inspiring take on what financial planning can be.

Alyssa

Measure Twice Planners helped me learn a lot more about financial planning that you just don't get from reading books and studying for the exam. I was also very grateful to be able to earn some CFP experience hours along the way. The program helped expand my vision of what financial planning can be and also gave me an opportunity to apply some of my education to real-world scenarios.

Skyler

As a career changer, being a member of Measure Twice Planners is an invaluable resource. We get an inside peek of what it is like to be a financial planner along with tools to help us gain experience. It's been great to hear from other aspiring and financial planners.

Melissa

I wish I had known about your program prior to taking the CFP® exam. It would have provided much greater context for what a financial planner actually does and how theory intersects with practice and software. I have used your program as a way to review and enhance my understanding of concepts.

Kyle

Watching Cody's approach to Financial Planning was part of what inspired me to explore the profession. The way he leads with transparency and education is a huge credit to the field, and what he put together with MTP was like a breath of fresh air!

Jackie Cummings Koski, CFP®, MSPFP, AFC®

$249.00 USD

Terms and Conditions: As a member of Measure Twice Planners, I acknowledge this content provides only general explanations and education, not personalized investment, tax, or legal advice.

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