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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

  • Profile Picture

    RE: Calculator

    Thanks Glenn. I am wondering if @Heather Arkwright could help get this sent to the right people at the board to reach out to the testing center.. ​​ ------------------------------ Brandon Truitt Instructor, Zahn Associates, Inc. Truitt Capital, LLC ...

  • Greetings Just like you, I too came out of the military. But instead of Air Force, I served in the Army; 30 years all total if you take into account fulltime service on active duty as well as parttime service in the Army National Guard and ...

  • I used Dalton to include the live review. I swear by them. I passed on my second attempt this last cycle. Dalton has a great test bank of 1,500 -1,600 questions. I would NOT recommend taking the exam in March though. It took me ten months of very detailed ...

  • Profile Picture

    RE: Question Banks

    Thank you, Krista, for your direct and passionate response! You have saved me hours of agony trying to decide on and develop a prep strategy! This platform is a very valuable networking tool (or whatever they call it today)! Peace and abundance! ...

  • Passed!  I am selling all my Guarantee to Pass review materials plus the notes from the Dalton education portion and the Cases in Financial Planning Analysis and Presentation Book.  Most of these were never used and in great condition.  No writing or ...

Popular Posts

  • 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 ...

  • Hello candidates, and welcome to our second Ask the Expert session on the Forum! Today, we will be discussing all things CFP careers and have two wonderful experts with us. John M. Loper, CFP®, is CFP Board's Managing Director of Professional Practice, ...

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    Study schedule

    Hello all.  I am interested in taking the November exam but was wondering if anyone had a content-calendar generator (for what you should study by day, week, etc.) leading up to the exam.  Any help? Thanks, LM ------------------------------ LM ------------------------------

  • As a young professional, I sometimes wonder if potential clients are discounting my service because of my age. I am currently a CPA and will be eligible for CFP (R) certification in a couple of months after I satisfy the experience requirement. I hope ...

Career Center Job Postings

  • US - IL - Deerfield, Requirements Bachelors degree from an accredited college or university CFP(r) professional or candidate for CFP(r) certification Minimum of 3 years in the financial services industry, pref
  • US - IL - Chicago, Our Regional Coaching Consultants work to foster a culture of associate development by creating training programs that representatives look forward to experiencing, to grow an enhance their sales ski
  • US - CA - Menlo Park, 3-5 years of professional experience, ideally with at least 2 years of experience in the financial services industry Advanced education or certification (e.g., MBA (or equivalent) or CFP(r), CFA, o
  • US - CA - Menlo Park, 0-2 years of professional experience in the financial or other client services sectors. The firm may consider exceptional candidates with proven analytical and communication skills directly from top-
  • US - TX - Dallas, 2 plus years of financial planning and investment based sales and relationship managment experience strong organizational, analytical and presentation skills 4 year degree preferred A valid and&n