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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

  • Seriously? A class action lawsuit because the test was unfair?  Within a testing cycle the questions are the same, but in a different order.  Different testing cycles are somewhat different and emphasise different topics.  Remember there are, I think, ...

  • There are 60,000 people on the path to becoming CFPs and I'm wondering if anyone is having trouble meeting the 4,000 or 6,000 hours of experience needed to become a CFP? To me, this seems extremely difficult to attain if you are working part-time. I'm ...

  • I've done the college of financial planning modules but am not overly impressed with them. I have been looking at Kaplan but see some mention Dalton. Amy feedback on the programs would be appreciated. Sent with BlackBerry Work (www.blackberry.com) ...

  • Good Morning - Is there anyone (or anyone you know of) in the Birmingham Area that would benefit from a study partner? I attempted this test back in March, but was not successful. I'm trying to give myself every advantage. I plan on using Zahn again, ...

  • Shoot for the head and you will probably hit the body. Good hunting. Joe ------------------------------ Joe Achenbaum Chairman Wynston Advisors Rehoboth Beach, DE 203.610.3003 joe.achenbaum@gmail.com www.wynstonadvisors.com ------------------------------

Popular Posts

  • 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 ...

  • 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 ...

    4 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 ...

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