Home

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

Exam Materials for Sale 2026-2027

By: Rebekah Horsting , one month 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. ...

1 person recommends this.
RE: Dalton Review Options

By: Todd Davis , an hour ago

Posted in: CFP Board Candidate Open Forum

Lisa, I used the Dalton Review, not the Guaranteed to Pass version. I based that on my study habits and looking at the extras that came with the Guaranteed to Pass option. I had everything I needed in the the cheaper option. My advice to you is to consider ...
RE: CFA to CFP Path

By: Kate Ke , 2 hours ago

Posted in: CFP Board Candidate Open Forum

Hello Elena, I'm a finance graduate and I'm working on both CFA and CFP. From what I've learned, you can become a well-versed financial planner if you master the topics in CFP--for its broad coverage and holistic approach. But if you master the knowledge ...
RE: Dalton Study Tips for a Career Changer?

By: Vanessa Burch , 20 hours ago

Posted in: CFP Board Candidate Open Forum

I'm a career changer. I did coursework and exam prep with Dalton. fyi...Dalton has just condensed its charts to narrow focus on more commonly tested items. I just passed the July exam on first attempt. I made sure I understood the why on topics, why ...
RE: CFA waivers?

By: Rebekah Horsting , 21 hours ago

Posted in: CFP Board Candidate Open Forum

Hi @Elena Shtern , You can find the updated link here . ------------------------------ Rebekah Horsting Community Manager CFP Board candidateforum@cfpboard.org ------------------------------

Exam Materials for Sale 2026-2027

By: Rebekah Horsting , one month 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. ...

1 person recommends this.
RE: Dalton Review Options

By: Todd Davis , an hour ago

Posted in: CFP Board Candidate Open Forum

Lisa, I used the Dalton Review, not the Guaranteed to Pass version. I based that on my study habits and looking at the extras that came with the Guaranteed to Pass option. I had everything I needed in the the cheaper option. My advice to you is to consider ...
RE: CFA to CFP Path

By: Kate Ke , 2 hours ago

Posted in: CFP Board Candidate Open Forum

Hello Elena, I'm a finance graduate and I'm working on both CFA and CFP. From what I've learned, you can become a well-versed financial planner if you master the topics in CFP--for its broad coverage and holistic approach. But if you master the knowledge ...
RE: Dalton Review Options

By: Anita Carr , 2 hours ago

Posted in: CFP Board Candidate Open Forum

I used Dalton for both the course and exam prep. I originally signed up for the virtual instructor-led course to keep me on pace but I realized I just zone out during virtual classes. So instead I watched the recording at a faster speed later. In fact ...
RE: Dalton Review Options

By: Vanessa Burch , 8 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Lisa, I did the Dalton's Guaranteed To Pass. I'm so glad I did because I took the exam much later than expected. The guaranteed to pass allowed me to keep have access to the material until I passed. I did both the live virtual classes that met ...