Home

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

  • Posted in: Study Group Forum

    C. Determine whether the client has any consumer debt.  This falls under the "do less harm" rule. ------------------------------ Lois Gregson Financial Consultant FactSet Research Systems Columbia IL (618)281-6425 ------------------------------

  • Great post, Javier. I would add the cliché of doing things the same way and expecting a different result.  In your detailed approach, you mentioned that this is not a memory exam similar to all of our security or insurance exams.  This is a concept exam.  ...

  • Hi Jose! If the work you are doing includes at least one of the seven practice standards, then it will count toward the experience requirement on the standard (6,000 hour) path. https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/experience-requirement ...

  • Posted in: Study Group Forum

    Hi Erica, Thanks for catching this! I have edited my post to correct the error. It should have read  FV = 10000 ------------------------------ Sara Maloney Community Manager CFP Board candidateforum@cfpboard.org ------------------------------

  • Posted in: Study Group Forum

    What's involved in the exam day check-in process? The check-in process is intended to verify your identity and ensure that nothing is taken into the testing room that could jeopardize the security of the exam. The testing center will perform the following ...

Popular Posts

  • Hello everyone! As an effort to keep exam materials being sold and purchased in one consolidated area, please post anything you are selling on this thread! This will allow us to keep things organized while candidates are purchasing or selling their materials! ...

  • Hi All, Important notice to March, 2019 CFP® exam takers – Those who sit for the March exam will not receive preliminary pass or fail results immediately after completion of their exam. Due to the revision of test items related to the recent tax ...

  • Posted in: Study Group Forum

    C. Determine whether the client has any consumer debt.  This falls under the "do less harm" rule. ------------------------------ Lois Gregson Financial Consultant FactSet Research Systems Columbia IL (618)281-6425 ------------------------------

  • Great post, Javier. I would add the cliché of doing things the same way and expecting a different result.  In your detailed approach, you mentioned that this is not a memory exam similar to all of our security or insurance exams.  This is a concept exam.  ...

  • Posted in: Study Group Forum

    C is the correct answer. A is incorrect because the client doesn't have experience with margin and opening a brokerage account is less of a priority than, say, opening a retirement account. B is incorrect because paying off consumer debt ...

Career Center Job Postings

  • Westlake Village, California, Job Requirements The candidate, including undergraduates and recent graduates, should have 1-3 years of experience in a professional capacity; industry experience is preferred but not required.  The
  • Overland Park, Kansas, Education/Experience: Bachelor’s Degree required Minimum 3+ years of financial planning preferred Background in Finance Preferred CFP® Certification Expert understanding of financial, reti
  • Baltimore, Maryland, Client Advisor - Relationship Manager   Baltimore, MD  Company Description:  Among the many established firms in the marketplace, &Wealth was expressly created to be the premiere financial
  • Washington , D.C.,   Undergraduate degree preferably in Finance or a related field  Strong verbal and written communication and interpersonal skills   Organized and detail oriented while managing and prioritizin
  • Vienna, Virginia, Job Experience 5 years experience in financial planning and/or wealth management industry   Education/Training/Licenses CFP and FINRA Series 65 License preferred Knowledge of eMoney or