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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!

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.

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.

Latest Discussions

  • Yes- I discovered that as well last Sunday. I attempted multiple times with the same response each time so, I sent an email to Prometric asking whether that was truly an accurate status and what my alternatives were at this point. I would like to entertain ...

  • Hi George.. Do you still have the live review 2021 books Anthony ------------------------------ Anthony Smith AJSMITHTWIN@GMAIL.COM AJSMITHTWIN@GMAIL.COM Mason MI (517)525-5959 ------------------------------

  • Hi, anyone has experience reporting CE credit for VITA/TCE volunteers? According to IRS fact sheet, CFPs are eligible for CE hours: https://www.irs.gov/pub/irs-pdf/p5362.pdf I am reluctant to pay a non-refundable $60 to just report ...

  • Has anyone taken the Dalton Exam Review Program specifically? What are your experiences? Would you recommend it? I took my coursework through Boston University but, I believe their exam review is self-study type. I am looking for something a little more ...

  • Hello everyone, Mark your calendars for our women-focused Ask the Expert event on Success After Failing the CFP® Exam on September 23 from 1-2:30pm ET! Our WIN Advocate experts will be available to answer your questions related to strategies used ...

Popular Posts

  • Yes- I discovered that as well last Sunday. I attempted multiple times with the same response each time so, I sent an email to Prometric asking whether that was truly an accurate status and what my alternatives were at this point. I would like to entertain ...

  • Hi George.. Do you still have the live review 2021 books Anthony ------------------------------ Anthony Smith AJSMITHTWIN@GMAIL.COM AJSMITHTWIN@GMAIL.COM Mason MI (517)525-5959 ------------------------------

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