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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

RE: Series 65 Exam Prep

By: Sam Chouli , 13 hours ago

Posted in: CFP Board Candidate Open Forum

While the CFP designation can waive the Series 65 requirement, obtaining the CFP is significantly more time-consuming and expensive than earning the FINRA licenses you would likely need anyway. The Series 63/65 or Series 66 do not require the same level ...
CFP Board Annc: Registration Now Open: CFP Board's ...

By: Rebekah Horsting , 2 days ago

Posted in: CFP Board Candidate Open Forum

Are you looking to land your next financial planning role? CFP Board's 2026 Spring Virtual Career Fair will be held Friday, April 17, from 12:00 p.m. to 4:00 p.m. ET. Registration is free, and now open! During the Virtual Career Fair, jobseekers ...
Online/App Based Tools

By: Andrew Griffith , 2 days ago

Posted in: CFP Board Candidate Open Forum

I am curious as to what apps or online tools people use for their financial planning. If you are willing to share that with me, I would appreciate it. For example, I have long disliked my HP12C calculator to the point that I use it for "show and tell" ...
RE: Dalton Review

By: Cameron Nassiri , 3 days ago

Posted in: CFP Board Candidate Open Forum

Hi Anthony, I, too, utilized Dalton for both education and review. I tended to score in the mid-60% to upper 70% on the practice questions and also intended to complete two rounds of all the practice questions as Dalton recommended; I think I was shy ...
RE: Aspiring CFP Seeking Entry-Level Opportunities ...

By: Andrew Shenoda , 4 days ago

Posted in: CFP Board Candidate Open Forum

Thank you for reaching out. I am interested in RIAs and am open to all environments. I would really like to work in a fee-only fiduciary financial planner associate role if available. ------------------------------ Andrew Shenoda Teller TD Bank Wood ...

Exam Materials for Sale 2025

By: Rebekah Horsting , 6 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: Series 65 Exam Prep

By: Sam Chouli , 13 hours ago

Posted in: CFP Board Candidate Open Forum

While the CFP designation can waive the Series 65 requirement, obtaining the CFP is significantly more time-consuming and expensive than earning the FINRA licenses you would likely need anyway. The Series 63/65 or Series 66 do not require the same level ...
RE: Series 65 Exam Prep

By: Lakshmi Reguna , 22 hours ago

Posted in: CFP Board Candidate Open Forum

Hi @KENNETH HAUCK , Thank you for the pointers. Good to know that we can get Series 65 license without taking the exam. The material for the Series 65 license is quite dense. Regards, Lakshmi.
CFP Board Annc: Registration Now Open: CFP Board's ...

By: Rebekah Horsting , 2 days ago

Posted in: CFP Board Candidate Open Forum

Are you looking to land your next financial planning role? CFP Board's 2026 Spring Virtual Career Fair will be held Friday, April 17, from 12:00 p.m. to 4:00 p.m. ET. Registration is free, and now open! During the Virtual Career Fair, jobseekers ...
RE: Series 65 Exam Prep

By: KENNETH HAUCK , 2 days ago

Posted in: CFP Board Candidate Open Forum

Lakshmi, NASAA waives the Series 65 exam requirements for CFPs. You still have to apply for the license but you can get it without taking the exam if you already have your CFP. If you don't yet have the CFP but did all the coursework, you will need ...