Become a RobertsonCFP Beta Tester
We’re inviting a small group of college students and young professionals to test-drive a new DIY financial planning platform before public launch.
You’ll get free access to the full RobertsonCFP system — including courses, tools, calculators, templates, and financial planning resources — in exchange for honest feedback and participation in a few virtual focus groups.
What You’ll Do
- Explore the financial planning courses and tools
- Test the calculators, templates, and dashboards
- Share honest feedback about usability, clarity, and value
- Participate in occasional virtual focus group discussions
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What You’ll Receive
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- FREE access to the entire platform for 6 months
- Early access to future features and tools
- A deeply discounted membership rate after the beta period
- The opportunity to help shape a financial education platform designed to help people take control of their financial future
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A Personal Note from Mark Robertson, CFP®
For more than 25 years, I’ve helped individuals and families create financial plans designed around their goals, values, and vision for life.
This new platform combines financial education, practical tools, and modern technology to help people confidently build their own financial plan — without needing to turn control over to expensive advisors.
Your feedback will directly help improve the experience before launch.
Thank you for being part of the journey.
