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 too would be interested in joining the group. ------------------------------ PHILIP FASORO CPA CPA Roswell GA 817-301-3199 ------------------------------

  • Profile Picture

    RE: Plans for fees

    Hi Lee,  I am interested in working with you on this. I am scheduled to take the exam in March and am currently working as a CPA.  I also live in Roswell - so We are very close to each other. I look forward to hearing from you. Sincerely, Philip Fasoro, ...

  • David, Here are some items to consider: --There may be issues naming a minor as an owner to any type of account since minors generally cannot enter into contracts to be "owners" of things on their own.  Are you sure you wouldn't just want a POD account ...

  • Profile Picture

    RE: CFP Value

    You might want to check out this post from  @Heather Arkwright ​.  The embedded link inside also leads to an article that answers some of these questions. Heather, Feel free to chime in if you know other resources on this topic. ------------------------------ ...

  • Hello All. Just joined the group and am thinking about becoming a CFP. I am a CPA, and have recently started my own practice. I was wondering what the group sees as the additional benefit a CFP designation will bring to my practice.  Thanks very much! ...

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 ...

Career Center Job Postings