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Connections

Join the conversation with other candidates for CFP® certification. Our dynamic discussion forum provides you with a convenient community site to engage with others who are at various stages on their path to CFP® certification. Need advice, have a question or a thought, looking for support? Join the discussion today!

Resources

We’ve developed a library of resources, tools, and information to support you on your path to CFP® certification and beyond as you enter the growing and exciting field of personal financial planning.           

Planning

Plan ahead for upcoming exams, learn about upcoming webinars and other events to help you on your path to CFP® certification and your financial planning career path.

Latest Discussions

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    CFP Practice Exams

    Hello everyone, I am a current CFP designation student enrolled with Dalton Education. I am looking to sit for the exam in November and wanted some advice before I purchase any review material. I've come across several post mentioning or recommending ...

  • Hi William, Congratulations on your certification.  I wanted to hop in to let you know that finding the right CE to meet your needs and fulfill your certification requirement is made a bit easier using Find A CE Program .  If you select a program ...

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    RE: Cover Letters

    Steven - If your expectation is that now you have the designation and you want a salary job where people give you clients, you might need to alter your thinking about this kind of career.  It still is not the kind of career that you walk into at $50k ...

  • When do you plan to complete this and do you plan to do the review course with them?. When do you hope to take the exam? Planning for Nov ------------------------------ Jane Mepham N/A Austin TX ------------------------------

  • Hi group Thank you for the response to my question about the CFP practice exams and if you can stop/start them or if you need to finish them in one sitting. The response that you can start/stop until you make the final submission for grading ...

Popular Posts

  • Hello candidates, Welcome to our Ask the Expert session with the CFP Board Experience Department. Please use this thread to post your questions related to obtaining experience for certification and our Experience experts Joanna Truitt and Tim Fields ...

  • Posted in: Study Group Forum

    Hello candidates, Welcome to our Ask the Expert session with the CFP Board Exams Department. We are hosting this on our brand new Study Group Forum to help showcase this additional resource for you as you are studying for the exam.  Please post your ...

  • Given the breadth of the federal tax law changes adopted in January 2018, which impact the application of financial planning knowledge across a large number of client situations, the 2018 tax law changes will not be tested on the CFP ® exam before November ...

    3 people recommend this.
  • Hi candidates, We are very excited to announce that the new Study Group Forum is now officially live. For those that are studying for upcoming exams, please feel free to utilize this resource as a private space to connect, study, share tips, discuss ...

  • Hello candidates, Please welcome our three wonderful panelists, Lisette Smith , CFP®, Marguerita Cheng , CFP®, and Kelly Shikany , CFP® for our Ask the Expert: Getting Started with Certification session. Please post your questions below on this thread ...

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