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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

Pinned Posts

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    Too Old for CFP?

    Hi, I'm a first-time poster, and I'm considering pursuing a CFP to assist in a potential 'second-act' career transition to financial planning. I'm 55 years old and have a CFA designation as well as an MBA from a Top 10 school. I've spent the past...

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    Didn't pass

    I'm not sure why I feel the need to shout out loud that I didn't pass today. Maybe I need to yell! I am a working mother of 3 boys ages 13, 10 & 5 and dedicated myself to HOURS of studying for the exam only to not pass today. Can't imagine putting...

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    CFP Review Course

    What CFP Review Course would you recommend and why? Thank you in advance.

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    CFP Exam

    Hello- Prepping to sit for the exam in November. Does anyone have any tips from this years exams? Focus areas? How you studied? Providers used? Cheers! ------------------------------ Michael Sofka Financial Advisor Merrill Lynch, Pierce,...

  • I am currently pursuing CFP as a second career and am still trying to figure out how to transition into a CFP position part-time while continuing my current job or doing pro-bono work that would fulfill some of my hours for certification. I have had...