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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

Exam Materials for Sale 2025-2026

By: Rebekah Horsting , 2 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: STUDY GROUP - NOVEMBER

By: Michelle Staib , 4 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Christi, I am taking the exam in November and currently in the Kaplan course. I'm in Pacific time zone and would like to be added as well if still possible. Thank you, Michelle Staib ------------------------------ Michelle Staib Manager ...
RE: Exam Materials for Sale 2025-2026

By: kimberly misiaszek , 11 hours ago

Posted in: CFP Board Candidate Open Forum

HI Christine, I am trying to figure out a fair price as I paid over 1000k for the 7 of them ------------------------------ kimberly misiaszek physical therapist YNHH Milford CT (203)209-6930 ------------------------------
CFP Board Annc: Candidates - Heads Up on Updated Fitness ...

By: Rebekah Horsting , 3 days ago

Posted in: CFP Board Candidate Open Forum

If you're pursuing CFP® certification - or thinking about it - we want to make sure you know about some recent updates before you apply. On May 22, 2026, CFP Board adopted revised Fitness Standards , Procedural Rules , and Sanction Guidelines , taking ...
RE: Study Materials for Series 65, 63 and 7

By: Jose Amaya , 5 days ago

Posted in: CFP Board Candidate Open Forum

I would consider using the free resources that many libraries offer. I live in Florida, and my local library partners with Mometrix eLibrary, which provides access to more than 3,600 free online exam study guides, interactive flashcards, and practice ...

Exam Materials for Sale 2025-2026

By: Rebekah Horsting , 2 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: STUDY GROUP - NOVEMBER

By: Michelle Staib , 4 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Christi, I am taking the exam in November and currently in the Kaplan course. I'm in Pacific time zone and would like to be added as well if still possible. Thank you, Michelle Staib ------------------------------ Michelle Staib Manager ...
RE: STUDY GROUP - NOVEMBER

By: Janice Youssef , 8 hours ago

Posted in: CFP Board Candidate Open Forum

Hi All, I'm taking the exam in November as well and would love to be added to the group! I can't make the June 8th meeting but can make future ones. Janice ------------------------------ Janice Youssef Case Manager Elderwell LLC Santa Clarita ...
RE: STUDY GROUP - NOVEMBER

By: Benjamin Hickman , 9 hours ago

Posted in: CFP Board Candidate Open Forum

HI Christi. Can I please be added? I'm in San Antonio (grew up in Comanche, so not far from you!). ------------------------------ Benjamin Hickman Financial Advisor Edward Jones New Braunfels TX (210)714-0716 ------------------------------
RE: STUDY GROUP - NOVEMBER

By: Shamyia Smith , 10 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Kristi, I would like to be added to the study group for the November 2026 exam. I am available on Mondays 6pm est! Are you able to send an invite to shamyiaismith@gmail.com? ------------------------------ Shamyia Smith Financial Planning Analyst ...