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Latest Discussions

  • ​I have an extra set of complete Dalton Review materials if anyone is interested. ------------------------------ Sandy Poon-Wing Financial Advisor Morgan Stanley Melville NY ------------------------------

  • ​Which is the most cost effective alternative? Carla. ------------------------------ Carla Ross Director of Finance Carla R. Ross, CPA, EA Chicago IL 773-260-2325 ------------------------------

  • Hi Catherine, I've found, in practice, that developing a financial plan starts, and continually circles back to, the client. At the firm where I work, we spend a lot of time up front getting to know our client; being able to spell out their goals ...

  • Lakshmi, Hello and glad to hear you are considering financial planning as a future career path.  You did not mention what you are doing currently and whether it is related to the financial industry or not.  I will assume it is not.  I will also assume ...

  • Thanks to all who replied! Rachel & Nathalie - I passed the Series 65 this morning. Here are my thoughts...... I spent two weeks really focusing on the law portion (30% of the exam) of the Series 65. I used only the Kaplan Series 65 review manual and ...

Popular Posts

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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 ...

  • I passed the CFP exam on my first attempt this week! I used this board a lot and promised myself I would write a post once I pass in hopes it can help somebody else. I apologize in advance for the length! I used Kaplan for my required education and ...

    3 people recommend this.
  • Hello, I realize that people on this forum are spread out across the country, so I'm interested to see if anyone would like to start/join a virtual study group for the November Exam.  Maybe the study group could choose a few days/times out of the week ...

  • 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 ...

Career Center Job Postings

  • US - CA - San Ramon, An insurance license as well as securities licenses are not required to begin, but will need to be obtained Looking for CFPs David White & Associates was formed in 1971 to provide financial
  • US - TX - Houston, Candidate Requirements/Qualifications Bachelors degree from an accredited college or university 10+ years of wealth management/financial services experience required Certified Financial Pl
  • US - PA - Bethlehem, Job Qualifications Bachelor's degree in accounting, finance, or a related field with previous financial planning or public accounting experience preferred CPA or CFP(r) designation preferred but no
  • US - IL - Chicago, Qualifications for the position include a bachelors degree (preferably in finance, accounting, or economics), a CFP Certification or a CFA charter (or significant progress toward) and at least
  • US - TX - Fort Worth, Requirements Previous experience in the Financial Industry Bachelor's degree and Series 7 required. Having or ability to study for CFP (Certified Financial Planner) designation. Positive (Can d