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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

  • Looking to purchase Flash Card to my test preparation. Any recommendations? Thanks, Glenn May Financial Advisor NMLS ID # is 1490314 Merrill Lynch, Pierce, Fenner & Smith Inc. One Cowboys Way, Suite 400 ...

  • I used Kaplan and passed the July exam.  About 2 months out I was averaging in the mid-upper 60's. Then by the last few weeks I was consistently in the upper 70%. Hope that helps! ------------------------------ Kari Vogt Account Administrator The Trust ...

  • Hi Sean, Unless you want to be self-employed as a CFP, do not get the CFP certification before you get a job in the financial services industry. ------------------------------ Kathleen Owens Financial Adviser Alta Pacific Wealth Management LLC Mission ...

  • I took the self-paced course through Northwestern and thought it was great. I had no prior industry experience (career changer) and I was able to complete the course and pass the CFP Board exam. I started the course in March 2016, finished in November ...

  • ​I forget my score, but stick with Dalton, they are very very close to the real thing!  Take notes on every practice question you can find, whether you get the question right or wrong, read those notes and you'll be set, good luck! ------------------------------ ...

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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