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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 , 29 days 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: SIE exam prep

By: Norman Vitancol , 10 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Sarah. It really depends on your learning style. For me I prefer to read than watch videos. I just passed the SIE last Friday and used Kaplan Essential package for my review. I skipped all the videos and just follow the study guide. ------------------------------ ...
RE: MARCH 2026 CFP EXAM STATISTICS

By: Jennifer McCurdy , 21 hours ago

Posted in: CFP Board Candidate Open Forum

Hello, Someone just told me that the exam is graded on a curve. Is this correct? I could initially think I pass, and then find out that others did better than I did, so I fail? ------------------------------ Jennifer McCurdy Associate Private Client ...
RE: Dalton July 2026 Study Group

By: Christina Ma , yesterday

Posted in: CFP Board Candidate Open Forum

Hi, I'm also going to take the exam in July. I would like to join a study group. I'm in the Houston area. I can make Saturday mornings work. Please include me in the group caht/email! ------------------------------ Christina Ma Financial Advisor Prudential ...
CFP Study Materials: July 2026

By: Kannon Cropper , 2 days ago

Posted in: CFP Board Candidate Open Forum

Hello everyone, I'm an upcoming advisor at UBS and planning to sit for the July CFP® exam . I'm currently looking for CFP study materials , anything really, Dalton, Danko, and/or BIF (any recent edition or format). If anyone has materials they're ...

Exam Materials for Sale 2025-2026

By: Rebekah Horsting , 29 days 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: SIE exam prep

By: Norman Vitancol , 10 hours ago

Posted in: CFP Board Candidate Open Forum

Hi Sarah. It really depends on your learning style. For me I prefer to read than watch videos. I just passed the SIE last Friday and used Kaplan Essential package for my review. I skipped all the videos and just follow the study guide. ------------------------------ ...
RE: MARCH 2026 CFP EXAM STATISTICS

By: Jennifer McCurdy , 21 hours ago

Posted in: CFP Board Candidate Open Forum

Hello, Someone just told me that the exam is graded on a curve. Is this correct? I could initially think I pass, and then find out that others did better than I did, so I fail? ------------------------------ Jennifer McCurdy Associate Private Client ...
RE: MARCH 2026 CFP EXAM STATISTICS

By: Catherine Sherer , yesterday

Posted in: CFP Board Candidate Open Forum

I'm so happy I passed the first time :) Absolutely the hardest exam I have ever sat for. But I learned so much during the process and feel I am a better advisor for it. ------------------------------ Catherine Sherer Financial Advisor Eagle Strategies ...
SIE exam prep

By: Sarah Edlin , yesterday

Posted in: CFP Board Candidate Open Forum

Hi everyone! I am a career changer looking to study for the SIE while I am interviewing for jobs as a paraplanner or client service associate. Does anyone have any thoughts or recommendations for which exam prep company I should use? It seems most people ...