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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

  • Most definitely. Check out www.onefpa.org for a chapter near you. P.S. The finest compliment I can receive is a referral from a satisfied client. Your referrals are always appreciated and handled with care. ...

  • ​Hi Mia, I wanted to reply to your post because I am in the same boat as you. I am also interested in becoming a Financial Advisor and am seeking any advice for getting started. Currently I am attending UOP for my Bachelors in Business with a concentration ...

  • Posted in: Study Group Forum

    Great article Javier! Could you please e-mail me the Formula sheet with titles and explanations to mike@farmandcpa.com. Thanks! Mike ------------------------------ Mike Farmand President Farmand Investment Services, Inc. Jacksonville FL ------------ ...

  • Posted in: Study Group Forum

    ​I can second just about everything already mentioned here. ​This thread asked for "best piece" of study advice, but there were so many factors to making passing a reality that I included a bunch. I passed in March 2017 on the first attempt after having ...

  • Hi @Kellie Davis , Here are the 2018 exam windows: March 20-27, 2018 July 10-17, 2018 November 6-13, 2018 Hope this helps!​ ------------------------------ Heather Arkwright Community Manager CFP Board candidateforum@cfpboard.org --------- ...

Popular Posts

  • 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, Welcome to our first Ask the Expert session of 2018! We are kicking it off with the CFP Board Experience department – Amanda Zapata, Joanna Truitt, and Tim Fields. They are live for the next two hours to answer your questions as it ...

  • 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 ...

  • ​I am retired military and understand the basic premises behind financial planning.  As I transition into the business world, I am considering a career in financial planning. It has always been an interest to me.  I have been told Brett Danko is great ...

  • Hi,  I'm hoping to get some help. I used Kaplan for their cfp review course but unfortunately I didn't pass the exam. I've used Kaplan for most of my security license reviews and I've always been impressed with their material helping me pass the first ...

Career Center Job Postings

  • US - OH - Toledo, Core areas of expertise should include: qualified retirement plans, real estate and alternative investing, tax and financial planning, as well as research and analysis, asset allocation and risk manag
  • US - OH - Toledo, Desired Skills: * Strong verbal and written communication skills to interact with Associates and Clients * Demonstrated proficiency in Microsoft Word, Excel, PowerPoint, and Outlook &b
  • US - NC - Winston-Salem, This position could be filled at our office in Asheville or Winston-Salem. Parsecs mission is to help guide clients to financial security. We are hiring for the role of Financial Planner for ei
  • US - NC - Charlotte, This position could be based in Charlotte, Winston-Salem or Asheville. Parsecs mission is to help guide clients to financial security. We are hiring for the role of Senior Financial Advisor to
  • US - GA - Warner Robbins, Skills FINRA Series 7, 66; Insurance life/health license One or more professional designations (CFA, CFP, CLU or ChFC) Minimum of 7 years of client facing production experience, with verifiable commi