Home

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

  • I used Zahn and Tim Hummel was the instructor.  It was a great review and  Tim was an excellent instructor.  You really have to just pick one and go with it and follow their instruction. Don't try and reinvent the wheel.  If you sign up for Zahn then ...

  • Profile Picture

    CFP vs CWM

    Hey, I am planning to pursue a course. Confused between Chartered Financial Planner vs Chartered Wealth Manager. Request your advice and suggestions -- Regards, Navtej Singh Handphone: +91 9833811899

  • Hey Heather, We wish you the very best in your new Position!! Thank you soo much for all the helpful direction and advice you have contributed! Thank you, We Appreciate what you have done. Keep in Touch, you know we benefited from your timely advice!!! ...

  • Posted in: Study Group Forum

    Hello Y'all, I would like to put a study group together that will meet in San Antonio, Texas at least once a week on weekends. I will be at the FPA dinner August 22 if you are attending. I am looking for people who want to bring topics they are having ...

  • The CFP board makes available for purchase two practice exams.  You may wish to consider purchasing one or both exams to see how you do.  That should give you some sense of where you stand as far as your comprehensive knowledge. ------------------------------ ...

Popular Posts

  • Hi candidates, In an increased effort to ensure the Candidate Forum is as beneficial and helpful for as many candidates as possible, we are going to be using this thread as a space for you to post any exam material that you'd like to sell to other candidates, ...

  • 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 ...

Career Center Job Postings