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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

  • Are there any other alternative capstone courses besides the three listed?

  • Hello, I have the Keir material from March 2017. In addition, I have several other items that I will include. I have: Complete Keir March 2017 Books -Volume 1 -Volume 2 -Calculator Book -Case Studies Book -Keir Questions Other items: -CFP Certification ...

  • Hi,    I am a late career changer from the healthcare sector. I have managed my own personal finance as a personal hobby for many years and would like to get a professional education in financial planning to manage my own assets, and going to a second ...

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    RE: Exam logistics

    Hi Sarah, That is correct. There is a total of 170 questions. The exam is structured into two 3-hour sessions, and a 40 minute break in between. There are 85 questions per session. Wishing you all the best, C. Dumas ------Original ...

  • I completed my coursework through FSU's Certificate in Financial Planning program and I am selling my books. I paid $1,006.53 for them and I would be willing to sell all of them for $800. Serious inquiries only lilbedorable@yahoo.com Thank you, Lauren ...

Pinned Posts

  • Hi All, I have never formally participated in this forum, but read the updates daily during the months leading up to the exam for insights and encouragement. I thankfully passed the exam yesterday, and had promised myself to share with others my experience ...

    1 person recommends this.
  • Hello, Bryant University boasts an 80% success rate and has a self study program that can be completed over 21 months. I've decided that self study would be most conducive to my success considering my client load and family responsibilities. Before ...

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    July Test Takers

    Hello out there! This is my first post! Are there any July test takers out there? I'd like to share ideas with you! Thank you. Carroll Hacker ------------------------------ Carroll Hacker Financial Advisor Morgan Stanley Omaha NE ------------------------------

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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 25 ...

  • 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 ...

    3 people recommend this.

Career Center Job Postings

  • US - CT - Glastonbury, What Does an Ideal Candidate Have? 4 Year College Degree Polished, outgoing personality Excellent communication skills for establishing and building client relationships Strong computer
  • US - TX - College Station, Senior or graduate student at Texas A&M University, eligible to work in the U.S. non-smokers only The largest Aggie owned fee only independent comprehensive financial planning wealth managem
  • US - GA - Atlanta, Qualifications CPA and 2+ years experience preparing individual income tax returns, preferably working directly with clients CFP(r) or working towards it Ability to juggle multiple proje
  • US - FL - Tampa, We are seeking a highly-motivated intern, who aspires to begin a career in the financial planning field. The goal of this internship is to see if this career path would be a right fit for you.&
  • US - Nationwide, Qualifications: Bachelors degree and minimum of 3 years of experience in a high growth and dynamic sales environment with results showing success in achieving progressively higher sales rela