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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

Capstone review for Boston Institute of Finance (BIF) ...

By: Chris Gardner , 9 hours ago

Posted in: CFP Board Candidate Open Forum

Is anyone else working on these case studies at the moment? If so, message me. Thanks, Chris ------------------------------ Chris Gardner BOM Janney Brentwood TN (615)335-4302 ------------------------------
RE: Which is more accurate?

By: Susan Lee , 9 hours ago

Posted in: CFP Board Candidate Open Forum

I am a career changer with no previous financial industry experience. I used Dalton for education and the exam review while I was working full time. I found the Dalton sample exams and qbank in general to be more difficult than the CFP Board practice ...
CFP Board Annc: Review Courses for November 2026 CFP® ...

By: Rebekah Horsting , 13 hours ago

Posted in: CFP Board Candidate Open Forum

Have you signed up for a review course to help you prepare for the November CFP ® exam yet? To help in your search for the right review course, CFP Board has compiled a list of exam review providers that may help with your exam preparation: ...
CFP Board Annc: How to Get Hired: Advice From Recently ...

By: Rebekah Horsting , yesterday

Posted in: CFP Board Candidate Open Forum

Landing your first role in financial planning can feel overwhelming — especially while you’re completing your CFP® certification coursework or preparing for the exam. Recently Certified CFP® Professionals share the strategies, lessons and real-world experiences ...

1 person recommends this.
RE: Earning CFP® Certification via the Accelerated ...

By: Ryan Kleiss , yesterday

Posted in: CFP Board Candidate Open Forum

Why did you choose to add CFP® certification to your other financial credential(s)? I had the ChFC® and CLU® at the time, along with my MBA, and CRPC® , CRPS® , and AAMS® , I had been in the industry for about 15 years and my cousin had the CFP® and ...

Exam Materials for Sale 2025-2026

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 ...
Capstone review for Boston Institute of Finance (BIF) ...

By: Chris Gardner , 9 hours ago

Posted in: CFP Board Candidate Open Forum

Is anyone else working on these case studies at the moment? If so, message me. Thanks, Chris ------------------------------ Chris Gardner BOM Janney Brentwood TN (615)335-4302 ------------------------------
RE: Which is more accurate?

By: Susan Lee , 9 hours ago

Posted in: CFP Board Candidate Open Forum

I am a career changer with no previous financial industry experience. I used Dalton for education and the exam review while I was working full time. I found the Dalton sample exams and qbank in general to be more difficult than the CFP Board practice ...
CFP Board Annc: Review Courses for November 2026 CFP® ...

By: Rebekah Horsting , 13 hours ago

Posted in: CFP Board Candidate Open Forum

Have you signed up for a review course to help you prepare for the November CFP ® exam yet? To help in your search for the right review course, CFP Board has compiled a list of exam review providers that may help with your exam preparation: ...
RE: Which is more accurate?

By: Alexander Gunn , yesterday

Posted in: CFP Board Candidate Open Forum

I did Danko review, so can't speak to the accuracy of Dalton, but the Board practice exam is identical in structure to the actual exam. ------------------------------ Alexander Gunn Financial Advisor Ameriprise Financial Services, LLC Georgetown TX ...