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Latest Discussions

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    Too Old for CFP?

    Hi, I'm a first-time poster, and I'm considering pursuing a CFP to assist in a potential 'second-act' career transition to financial planning. I'm 55 years old and have a CFA designation as well as an MBA from a Top 10 school. I've spent the past...

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    Didn't pass

    I'm not sure why I feel the need to shout out loud that I didn't pass today. Maybe I need to yell! I am a working mother of 3 boys ages 13, 10 & 5 and dedicated myself to HOURS of studying for the exam only to not pass today. Can't imagine putting...

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    CFP Review Course

    What CFP Review Course would you recommend and why? Thank you in advance.

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    CFP Exam

    Hello- Prepping to sit for the exam in November. Does anyone have any tips from this years exams? Focus areas? How you studied? Providers used? Cheers! ------------------------------ Michael Sofka Financial Advisor Merrill Lynch, Pierce,...

  • I am currently pursuing CFP as a second career and am still trying to figure out how to transition into a CFP position part-time while continuing my current job or doing pro-bono work that would fulfill some of my hours for certification. I have had...