How to Submit Your Experience Hours
Standard Pathway · Indirect Support
Log in to your CFP Board dashboard and submit your experience as Indirect Support using the information below.
1
Support Type
Select "I primarily support the financial planner and/or the financial planning profession."
2
Support Category
Select "I indirectly support the financial planning profession."
3
Company Name
AMPLIFIED PLANNING PROGRAM
4
Start Date
The date you started the course.
5
End Date
The date you finished. This is on your certificate under your CFP Board ID.
6
Position
Amplified Planning Participant
7
Primary Job Activity
Financial Planning Research
8
Job Description
"Participant in the Amplified Planning Experience 50-hour program. All seven steps of financial planning addressed."
9
Hours/Week
0
10
Supervisor Name
Hannah Moore
11
Supervisor Email
support@amplifiedplanning.com
12
Save
Click Save to submit your experience.
After You Submit
Email a copy of your experience certificate to experience@cfpboard.org. Once the CFP Board experience team reviews your submission and the certificate, they will administer the 50 hours.
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