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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

RE: Anyone Else Starting the CFP Journey? Let's Co ...

By: Daniel Manriquez , 2 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Joshua, I'm a career changer from 14 years in the Solar industry, looking to take my CFP test in 2027. I'm currently in the SMU program taking Retirement and Insurance this session. I'd love to connect and network. ------------------------------ ...
RE: The most efficient way to aquire CFP body of k ...

By: Igor Aronov , 10 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Vitaliy, BIF Education course (which I took in 23-24) was the most cost efficient course I could find. It most certainly offers a large body of knowledge, some of it that goes way deep into the weeds, IMHO, but which is required by the board. Chances ...
RE: I have several beginner questions

By: Igor Aronov , 11 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Anthony, I feel both Sam and Laura provided amazing answers to your questions. Just wanted to add a couple of things based on my own experience: CFP® certification is the gold standard when it comes to practicing financial planning. It took me ...
RE: Selling Brett Danko Study Material

By: Nadine Murvin , 2 days ago

Posted in: CFP Board Candidate Open Forum

Hey Maliha, I’m very interested in purchasing all three items. How would i go about this? Thanks in advance! ------------------------------ Nadine Murvin ------------------------------
RE: Looking to network with career changers from Tech ...

By: Debasis Sil , 2 days ago

Posted in: CFP Board Candidate Open Forum

Hi Lakshmi, I am also starting the CFP coursework through Dalton Education and plan to complete the coursework by December 2026. I would love to join the group and learn how best to navigate and succeed through this journey. I am a career changer, ...

Exam Materials for Sale 2025

By: Rebekah Horsting , 4 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 ...
RE: Anyone Else Starting the CFP Journey? Let's Co ...

By: Daniel Manriquez , 2 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Joshua, I'm a career changer from 14 years in the Solar industry, looking to take my CFP test in 2027. I'm currently in the SMU program taking Retirement and Insurance this session. I'd love to connect and network. ------------------------------ ...
RE: The most efficient way to aquire CFP body of k ...

By: Igor Aronov , 10 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Vitaliy, BIF Education course (which I took in 23-24) was the most cost efficient course I could find. It most certainly offers a large body of knowledge, some of it that goes way deep into the weeds, IMHO, but which is required by the board. Chances ...
RE: I have several beginner questions

By: Igor Aronov , 11 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Anthony, I feel both Sam and Laura provided amazing answers to your questions. Just wanted to add a couple of things based on my own experience: CFP® certification is the gold standard when it comes to practicing financial planning. It took me ...
RE: I have several beginner questions

By: Anthony Mantilla , 23 hours ago

Posted in: CFP Board Candidate Open Forum

Yes, this helps a lot. Thank you, Laura. ------------------------------ Anthony Mantilla ------------------------------