CONNECTIONS

Need advice, have a question or a thought, looking for support? Join the conversation with other candidates for CFP® certification today.

Latest Discussions List

  • RE: Charlotte Study Group ...

    By: Scott Wurtzbacher , an hour ago
    Posted in: CFP Board Candidate Open Forum

    Hi Kaitlin, I am also in Charlotte! I'm currently targeting Nov 2026 but I'll reach out by email to ...

  • RE: Charlotte Study Group ...

    By: Derek Rackley , 4 hours ago
    Posted in: CFP Board Candidate Open Forum

    I'm in GA and planning to take July exam as well. drackley@loftinwealthpartners.com ------------------------------ ...

  • RE: Dalton Review

    By: Anita Carr , 8 hours ago
    Posted in: CFP Board Candidate Open Forum

    I used Dalton for both education and review. I just looked it it up and and I got 66% for the last simulated ...

Community Highlights