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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

  • I felt the same way when I was studying, but I started a daily practice of copying the stuff that I though I'd never remember - every day! I spend about 15-20 minutes copying the investment formulas, facts, tax formulas, retirement plan characteristics, ...

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    Cross Out Answers?

    I want to clarify...on the CFP board practice exams, you are able to highlight AND cross out answers the candidate believes to be wrong...is this feature available on the exam? That would be a significant help. Currently, my scratch paper has a bunch ...

  • Thank you, Peter and Susan! Much appreciated Han ------------------------------ han gu Director Madison Fund Service Scarsdale NY -----------------------------

  • I also used Kaplan, but only did the self study without any live classes.  It is the CFP investing on steroids.  I spent a lot more than 3 weeks on it! I probably spent 3 months at 20 hours per week.  However, I was a newly retired HS science teacher ...

  • Thank you so much to everyone that participated in this great session, and special thanks to Isabelle and Eric for dedicating their time and being on-hand to answer these awesome questions. We will be compiling all of the posts, as well as any questions ...

Popular Posts

  • Hello candidates, and welcome to our first Ask the Expert session with the CFP Board Exams Department, Isabelle Gonthier and Eric Nepomuceno. We are very excited to have them here to answer your questions related to the upcoming CFP ®  exam. Please ...

  • I am switching careers to become a CFP. I have seven classes left. I have been trying for a year to get hired in numerous financial services positions in order to begin gaining experience hours. I haven't​ been hired for the same reasons over and over. ...

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    Finding a Mentor?

    Hi everyone, I was wondering what people have done to find a mentor in financial planning. In some ways, I feel like I know entirely too much about the industry without having experience. I'm wondering if having a defined mentorship would give me some ...

  • 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 ...

    3 people recommend this.
  • I'm enrolled in the Bryant online program. I've found that the online material does not cover all the subject matter. Is it worth buying the Keir textbooks that go along with the online material? Do the textbooks go more in depth than the online material? ...

    1 person recommends this.

Career Center Job Postings

  • US - CT - Farmington, WHAT YOU NEED Successful candidates will have at least five years of experience working directly with consumers, turning them into clients by analyzing their needs, developing and presenting recommend
  • US - MI - Novi, WHAT YOU NEED Successful candidates will have at least five years of experience working directly with consumers, turning them into clients by analyzing their needs, developing and presenting recommend
  • US - CA - Santa Clara, WHAT YOU NEED Successful candidates will have at least five years of experience working directly with consumers, turning them into clients by analyzing their needs, developing and presenting recommend
  • US - CA - Los Angeles, WHAT YOU NEED Successful candidates will have at least five years of experience working directly with consumers, turning them into clients by analyzing their needs, developing and presenting recommend
  • US - NC - Charlotte, Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with dis