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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!

Connect

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.           

Library

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.

Plan

Latest Discussions

  • Profile Picture

    RE: Looking to form a Study Group for the July 2026 ...

    By: Harold Heintz , 16 hours ago
    Posted in: CFP Board Candidate Open Forum

    Hi Rebecca, I am taking the education component through Dalton and sitting for the exam in July. I'd love to join the group if still open depending on meeting times. my email is haroldheintz@yahoo.com ------------------------------ Harold ...

  • Profile Picture

    RE: Is There Such a Thing As . . . ?

    By: Stefanie ONeill , yesterday
    Posted in: CFP Board Candidate Open Forum

    Hi Kat, thank you for this helpful comment! ------------------------------ Stefanie ONeill Owner Operator Stefanie O'Neill Design LLC Boston MA (617)676-5202 ------------------------------

  • Profile Picture

    CFP Board Annc: February 2026 Candidate eNewslette ...

    By: Rebekah Horsting , yesterday
    Posted in: CFP Board Candidate Open Forum

    This eNewsletter edition covers: Financial Advising Listed as #3 Business Job for 2026 Do You Qualify for the Accelerated Path? Last Chance to Register for the March CFP(R) Exam Recent webinars ------------------------------ ...

  • Profile Picture

    RE: Tutoring

    By: Michael Hart , yesterday
    Posted in: CFP Board Candidate Open Forum

    Hi Alexandra, I'm also a tutor with Pro-Exam Tutors. e-mail me at michael@proexamtutors.com ------------------------------ Michael Hart Financial Planner AdviceOnly East Windsor NJ (215)421-8872 ------------------------------

  • Profile Picture

    CFP Board Annc: Registration Now Open: CFP Board's ...

    By: Rebekah Horsting , yesterday
    Posted in: CFP Board Candidate Open Forum

    Are you looking to land your next financial planning role? CFP Board's 2026 Spring Virtual Career Fair will be held Friday, April 17, from 12:00 p.m. to 4:00 p.m. ET. Registration is free, and now open! During the Virtual Career Fair, jobseekers ...

Popular Posts

  • Profile Picture

    Exam Materials for Sale 2025

    By: Rebekah Horsting , 5 months ago
    Posted in: CFP Board Candidate Open Forum

    Hi Candidate Forum, We are starting a new Exam Materials for Sale Thread to help create a more organized thread for selling and purchasing study materials. This is the place to post that you are selling or looking to purchase study materials. Other ...

  • Profile Picture

    RE: Looking to form a Study Group for the July 2026 ...

    By: Harold Heintz , 16 hours ago
    Posted in: CFP Board Candidate Open Forum

    Hi Rebecca, I am taking the education component through Dalton and sitting for the exam in July. I'd love to join the group if still open depending on meeting times. my email is haroldheintz@yahoo.com ------------------------------ Harold ...

  • Profile Picture

    RE: Is There Such a Thing As . . . ?

    By: Stefanie ONeill , yesterday
    Posted in: CFP Board Candidate Open Forum

    Hi Kat, thank you for this helpful comment! ------------------------------ Stefanie ONeill Owner Operator Stefanie O'Neill Design LLC Boston MA (617)676-5202 ------------------------------

  • Profile Picture

    CFP Board Annc: February 2026 Candidate eNewslette ...

    By: Rebekah Horsting , yesterday
    Posted in: CFP Board Candidate Open Forum

    This eNewsletter edition covers: Financial Advising Listed as #3 Business Job for 2026 Do You Qualify for the Accelerated Path? Last Chance to Register for the March CFP(R) Exam Recent webinars ------------------------------ ...

  • Profile Picture

    RE: Tutoring

    By: Michael Hart , yesterday
    Posted in: CFP Board Candidate Open Forum

    Hi Alexandra, I'm also a tutor with Pro-Exam Tutors. e-mail me at michael@proexamtutors.com ------------------------------ Michael Hart Financial Planner AdviceOnly East Windsor NJ (215)421-8872 ------------------------------

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