Featured Courses
Free Module 1: Vision, Mission & Goals
What you'll get with this course: Guided Vision Exercise Personal Mission Builder Goal-Setting Framework Downloadable Worksheet 20-minute completion time
Free
Complete DIY Course
Build your own clear, practical financial plan with step-by-step lessons, workbooks, calculators, and coaching support—so you can make confident decisions and take control of your financial future.
$499.00 USD
The 100 Financial Decisions That Shape Your Future
Make smarter money choices with 100 short, practical lessons. Get quick answers, 3–5 minute videos, worksheets, calculators, and clear guidance for life’s biggest financial decisions.
$49.00 USD
Available Courses
The 100 Financial Decisions That Shape Your Future
Make smarter money choices with 100 short, practical lessons. Get quick answers, 3–5 minute videos, worksheets, calculators, and clear guidance for life’s biggest financial decisions.
$49.00 USD
Friends & Family
If I invited you to this page, it's because you're someone I care about. I wanted to make my entire financial education platform available to you because I genuinely hope it helps you and your family build a brighter financial future. Thank you for allowing me to be part of your journey.
$10.00 USD every year
Complete DIY Course
Build your own clear, practical financial plan with step-by-step lessons, workbooks, calculators, and coaching support—so you can make confident decisions and take control of your financial future.
$499.00 USD
Available Courses
Annuities Made Simple
Understand annuities before you buy. This balanced 10-module course explains types, fees, commissions, surrender charges, riders, insurer strength, and key contract questions—so you can decide with confidence whether an annuity fits your plan.
$49.00 USD
Life Insurance: What to Know Before You Buy
Understand life insurance before you buy. This balanced 10-lesson course explains who needs life insurance (and who doesn't), how much coverage is right for your family, term vs. permanent policy types, who should own the policy and how benefits are taxed, how agents are paid, and the questions to ask before you sign — so you can protect the people who depend on you with clarity and confidence.
$49.00 USD
Military Plan
Thank you for your service. Thank you for your sacrifice. It is an honor to serve you. Mark Robertson, CFP® Retired U.S. Army Colonel 30 Years of Military Service
$10.00 USD every year
RobertsonCFP Community Membership
Build Your Financial Plan. Stay Motivated. Reach Your Goals.
$423.00 USD every year
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Financial Plan Quick Start Guide
Take the first step toward financial clarity with this free Quick Start Guide. Organize your finances, identify key priorities, and begin building a practical plan for your future.