Registration Deadline: January 30, 2026
Content Access Through April 30, 2026
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)