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

By: Eddie Ramirez , 11 hours ago

Posted in: CFP Board Candidate Open Forum

Hello Rebecca, I will also be taking my exam in July and will purchase either Dalton's or Danko's exam review this next month. Would love to join /hear your thoughts on Dalton. Best, ------------------------------ Eddie Ramirez Madison, ...
CFP March 2026 Exam Study Group

By: Austin Byers-King , 12 hours ago

Posted in: CFP Board Candidate Open Forum

Hi everyone, I am preparing to take the March 2026 CFP Exam. I currently work with Institutional Clients, designing and managing both qualified and non qualified retirement plans, providing financial strategies for business owners and their employees. ...
CFP Board Exams Team March CFP® Exam Q&A

By: Rebekah Horsting , 17 hours ago

Posted in: CFP Board Candidate Open Forum

Hello everyone, Mark your calendars for our upcoming live event with our Exams team to answer questions about the March CFP® exam on February 12 from 1 – 3 p.m. ET. Our Exams team will be available to answer your questions related to ...
RE: March 2026 - Looking to Create Study Group

By: Michael Watson , 12 hours ago

Posted in: CFP Board Candidate Open Forum

Hello I would love to join as well please. I'm currently using Dalton and am familiar w/ Zahn as well. Michael Watson Financial Advisor Northwestern Mutual 318-436-9485 michael.watson@nm.com ------------------------------ Michael Watson Financial ...
Should I take the exam?

By: David Meyer , 17 hours ago

Posted in: CFP Board Candidate Open Forum

I am taking the CFP classes with the intention that I will offer planning and coaching services pro bono or low cost, after I retire in a few years. I'm not looking to start a full time job or make a pile of $ and don't see a clear path for gaining the ...

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

By: Eddie Ramirez , 11 hours ago

Posted in: CFP Board Candidate Open Forum

Hello Rebecca, I will also be taking my exam in July and will purchase either Dalton's or Danko's exam review this next month. Would love to join /hear your thoughts on Dalton. Best, ------------------------------ Eddie Ramirez Madison, ...
CFP March 2026 Exam Study Group

By: Austin Byers-King , 12 hours ago

Posted in: CFP Board Candidate Open Forum

Hi everyone, I am preparing to take the March 2026 CFP Exam. I currently work with Institutional Clients, designing and managing both qualified and non qualified retirement plans, providing financial strategies for business owners and their employees. ...
CFP Board Exams Team March CFP® Exam Q&A

By: Rebekah Horsting , 17 hours ago

Posted in: CFP Board Candidate Open Forum

Hello everyone, Mark your calendars for our upcoming live event with our Exams team to answer questions about the March CFP® exam on February 12 from 1 – 3 p.m. ET. Our Exams team will be available to answer your questions related to ...
RE: March 2026 - Looking to Create Study Group

By: Michael Watson , 12 hours ago

Posted in: CFP Board Candidate Open Forum

Hello I would love to join as well please. I'm currently using Dalton and am familiar w/ Zahn as well. Michael Watson Financial Advisor Northwestern Mutual 318-436-9485 michael.watson@nm.com ------------------------------ Michael Watson Financial ...