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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

  • Someone asked the question about the format of the exam. I had the same question. I found the link below helpful in providing insights on exam format. https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/exam-resources/sample-exam-questions ...

  • Challenge with a JD isn’t brutal to get eligible to sit. The Capstone is a lot of work but I did it in 30/45 days while keeping my day job. Got an A- on the Capstone project which was nice. CFFP program. I submitted my experience (20+ years of estate ...

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    RE: About the CFP test

    The questions are random, multiple choice. There are two cases, one long and one short. For case related questions, random questions are asked based on the case scenario. I recommend you work an online test bank repetitively, taking notes on questions ...

  • Yes, you can add your experience as you go.  If you select "indirect" support to advisors and the financial planning process the board requires Supervisor approval.  For direct support, they do not require Sup. approval. The system will ask you for your ...

  • Posted in: Study Group Forum

    Hi Ray,  I have heard great things about Keir's audio files. I believe they have them available on their website.  Hope that helps! David ------------------------------ David Benevento Financial Planner Sarasota FL ------------------------------

Popular Posts

  • Hello candidates, Welcome to our Ask the Expert session with the CFP Board Experience Department. Please use this thread to post your questions related to obtaining experience for certification and our Experience experts Joanna Truitt and Tim Fields ...

  • Posted in: Study Group Forum

    Hello candidates, Welcome to our Ask the Expert session with the CFP Board Exams Department. We are hosting this on our brand new Study Group Forum to help showcase this additional resource for you as you are studying for the exam.  Please post your ...

  • Given the breadth of the federal tax law changes adopted in January 2018, which impact the application of financial planning knowledge across a large number of client situations, the 2018 tax law changes will not be tested on the CFP ® exam before November ...

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  • Hi candidates, We are very excited to announce that the new Study Group Forum is now officially live. For those that are studying for upcoming exams, please feel free to utilize this resource as a private space to connect, study, share tips, discuss ...

  • 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 ...

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  • US - IL - Lake Forest, Experience: Undergraduate degree 2-4 years of client related experience Strong personal computer skills including Microsoft Word and Excel Excellent written and verbal communication skills Attention
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  • US - VA - Williamsburg, CERTIFIED FINANCIAL PLANNER(tm) preferred or actively striving to obtain the CFP(r) designation Accounting and / or tax background preferred Dominguez Wealth Solutions is a boutiq