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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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    RE: Study hours

    If it were me, I would do July and use Dalton review; their prep was on point & practice questions were much better than Kaplan. ------------------------------ Pete CFA, CFP® Portfolio Manager Fifth Third Private Bank ------------------------------

  • ​​Hello, I am selling my Zahn CFP Review materials, including the following: Book 1: General Principles, Insurance, Investments Book 2: Income Tax, Retirement Planning, Estate Planning, Behavioral Finance, Calculator Practice Question sets: 6 sets, ...

  • Dalton Text Books for Sale: All latest Editions 1) Fundamentals of Financial Planning: 5th Edition (has highlights) 2) Insurance Planning: 4th Edition (has highlights) 3) Income Tax Planning: 10th Edition (No Markings) 4) Retirement ...

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    Certification

    I am a registered financial advisor with Series 6,7, 8,9,10, and 65 licenses. I also went through the CFP course material and passed 4 of the 6 exams towards certification. I'm wondering under the "experience" certification provision where I satand on ...

  • ​Hi Jason, I used Dalton (which was excellent) and used the Challenge status to take, and pass, the CFP exam.  I have prior experience on the financial planning side so a lot of what I learned was a refresher but I definitely did learn some new things.  ...

Popular Posts

  • 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 ...

  • ​I am retired military and understand the basic premises behind financial planning.  As I transition into the business world, I am considering a career in financial planning. It has always been an interest to me.  I have been told Brett Danko is great ...

  • Hi,  I'm hoping to get some help. I used Kaplan for their cfp review course but unfortunately I didn't pass the exam. I've used Kaplan for most of my security license reviews and I've always been impressed with their material helping me pass the first ...

  • Hello candidates, Welcome to our Ask the Expert session, featuring a panel of three wonderful  CFP® professionals. These ladies are available to answer your questions related to careers, paths to certification, and different types of jobs in the financial ...

  • Hi all, Welcome to our third Ask the Expert session! Today, our Exams Department, Eric Nepomuceno, Paulette Anthony, and Eric Richaudeau, will be available to answer all your questions about the upcoming November exam. Please use this thread to post ...

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