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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

  • CONGRATULATIONS! Joe ------------------------------ Joe Achenbaum Chairman Winston Advisors Rehoboth Beach, DE 203.610.3003 joe.achenbaum@gmail.com www.wynstonadvisors.com ------------------------------

  • ​Hi Sima, Thank you for your kind words. Regarding your question about my strategy before retesting, I largely continued to review the material. I found that it made a lot more sense to me as I went through Brett Danko's prestudy books, and then the ...

  • Hello Everyone, New to the forum and also about to purchase my study program. Before I purchased a program I wanted to see if anyone has any suggestions or know of the BEST place to buy used books for courses. I completed 2 of the 7 courses in college ...

  • Posted in: Study Group Forum

    ​Thanks Bryan for your word of wisdom! ------------------------------ Grace Ngai San Francisco CA ------------------------------

  • Hi Kathleen, I used Brett Danko for this past exam cycle and I received my books on 3/15. They are not sent out until the previous exam cycle has ended. It is a great review course and helped me pass on my first attempt, best of luck!  Zachary ------------------------------ ...

Popular Posts

  • Hi candidates, In an increased effort to ensure the Candidate Forum is as beneficial and helpful for as many candidates as possible, we are going to be using this thread as a space for you to post any exam material that you'd like to sell to other candidates, ...

  • 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 ...

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