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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!

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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 2025-2026

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. Other ...
CFP Board Annc: Only 1 Week Remains to Register for ...

By: Rebekah Horsting , 3 hours ago

Posted in: CFP Board Candidate Open Forum

CFP Board is pleased to partner with Amplified Planning Externship to offer a limited number of discounted seats . The Externship is an online, 8-week training program that you can complete on your own schedule. It is designed to show you how financial ...
RE: CFP Retirement Review Discussion – Qualified Plans, ...

By: Christian Pichlmeier , 3 hours ago

Posted in: CFP Board Candidate Open Forum

Dean, Kyle, I forwarded you the material per email. Thanks for your interest! Best, Christian ------------------------------ Christian Pichlmeier Managing Director Citi Jersey City NJ (646)321-4388 ------------------------------
RE: Series 65 Study Material

By: Paul Brokaw , yesterday

Posted in: CFP Board Candidate Open Forum

How much are you thinking on selling for? I am mildly interested in getting. Thx,Paul ------------------------------ Paul Brokaw Retired Retired Bel Aire KS (316)371-1156 ------------------------------
Dalton Books - For Sale

By: Nichole Ross , 2 days ago

Posted in: CFP Board Candidate Open Forum

Hello! Anyone selling Dalton books? Please text me 330-412-9007 Thanks, Nichole ------------------------------ Nichole Ross Client Associate Morgan Stanley New York NY (330)412-9007 ------------------------------

Exam Materials for Sale 2025-2026

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. Other ...
CFP Board Annc: Only 1 Week Remains to Register for ...

By: Rebekah Horsting , 3 hours ago

Posted in: CFP Board Candidate Open Forum

CFP Board is pleased to partner with Amplified Planning Externship to offer a limited number of discounted seats . The Externship is an online, 8-week training program that you can complete on your own schedule. It is designed to show you how financial ...
RE: CFP Retirement Review Discussion – Qualified Plans, ...

By: Christian Pichlmeier , 3 hours ago

Posted in: CFP Board Candidate Open Forum

Dean, Kyle, I forwarded you the material per email. Thanks for your interest! Best, Christian ------------------------------ Christian Pichlmeier Managing Director Citi Jersey City NJ (646)321-4388 ------------------------------
RE: CFP Retirement Review Discussion – Qualified Plans, ...

By: Kyle Reid , 6 hours ago

Posted in: CFP Board Candidate Open Forum

I would like to know the same as well. my email is kyle.reid@ampf.com ------------------------------ Kyle Reid Financial Advisor Ameriprise Financial Services, LLC Beaumont TX (409)813-6497 ------------------------------
RE: CFP Retirement Review Discussion – Qualified Plans, ...

By: Dean Aroety , 7 hours ago

Posted in: CFP Board Candidate Open Forum

Hello, Looks like I missed the review on the 13th. Any chance you are doing another or still have the slide deck? My email is dean.aroety@ampf.com. Thank you, ------------------------------ Dean Aroety Registered Client Service Associate Ameriprise ...