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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 network with career changers from Tech ...

By: Lakshmi Reguna , 2 hours ago

Posted in: CFP Board Candidate Open Forum

Hi @Chana Katz , Have you started your course work? If so, whom did you sign up with? I signed up for mentor through the CFP board. https://www.cfp.net/candidate-tools-and-resources/find-a-mentor One of the members has also started a slack ...
RE: Anyone need a Tutor?

By: Ginger Brauneis , 5 hours ago

Posted in: CFP Board Candidate Open Forum

Kelly, I use the HP12c, and my education provider (Danko) had a special calculator class and a calculator manual with quite a few practice problems. Working through the sample problems and the provided solutions helped me. The calculator help was provided ...
I am a Career Changer. How do I connect the dots to ...

By: Lina Genovesi , 4 hours ago

Posted in: CFP Board Candidate Open Forum

I am a career changer, hoping to transition from a legal practice which is unrelated to wills, trust and estates to financial planning. I am also way over retirement age. I have yet to figure out how I go about getting the 4000- or 6000-hours experience ...
RE: CFP Experience requirements

By: Guo Liu , 22 hours ago

Posted in: CFP Board Candidate Open Forum

Hi @Abner Ortega and @Christopher Knudsen Welcome to the forums! There are multiple paths to get into the planning industry. Some involve product sales like life insurance, which may have higher turnover rates for employees compared to other ...
Looking for In-Person study Group in Cincinnati Area ...

By: Matthew Check , yesterday

Posted in: CFP Board Candidate Open Forum

Hi All, I'm about to begin the Exam Prep course for BIF in another 10 days. I'd love to meet in-person with folks also studying for the March exam as well on a weekly basis. I live in downtown Cincinnati, so if you're seeing this message and live in ...

Exam Materials for Sale 2025

By: Rebekah Horsting , 3 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 network with career changers from Tech ...

By: Lakshmi Reguna , 2 hours ago

Posted in: CFP Board Candidate Open Forum

Hi @Chana Katz , Have you started your course work? If so, whom did you sign up with? I signed up for mentor through the CFP board. https://www.cfp.net/candidate-tools-and-resources/find-a-mentor One of the members has also started a slack ...
RE: Anyone need a Tutor?

By: Ginger Brauneis , 5 hours ago

Posted in: CFP Board Candidate Open Forum

Kelly, I use the HP12c, and my education provider (Danko) had a special calculator class and a calculator manual with quite a few practice problems. Working through the sample problems and the provided solutions helped me. The calculator help was provided ...
I am a Career Changer. How do I connect the dots to ...

By: Lina Genovesi , 4 hours ago

Posted in: CFP Board Candidate Open Forum

I am a career changer, hoping to transition from a legal practice which is unrelated to wills, trust and estates to financial planning. I am also way over retirement age. I have yet to figure out how I go about getting the 4000- or 6000-hours experience ...
RE: Looking to network with career changers from Tech ...

By: Guo Liu , 22 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Lakshmi, Welcome to the forums and thanks for connecting on LinkedIn! Here's a ton of financial planning networking resources: https://www.wilsonliufinancial.com/financial-planning-networking And even more financial planning career resources ...