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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

  • Alvaro I am sorry to hear about your struggles but if you really want this you should not give up. What makes this test so difficult is the amount of information you need to master. The study requirements for each individual will be different dependent ...

  • Thank you sir. Jeff

  • Hi Mikel, I loved the Danko course. I took the Signature course and it was well worth the money. His review questions are HARDER than the exam. His lectures are entertaining and filled with test taking strategy, which was invaluable. There is even ...

  • Hi! I am a tax manager dipping my toe into the CFP pool and checking out what I need to do. Sounds like my background is similar to yours, so I was wondering if you were able to get any clarification on how much would apply towards the CFP experience. ...

  • Hi Colleen, I recommend that you watch the video on the exam on this website. It is about an hour long and goes through the logistical aspects of the test. This was the setup in March, 2022: There are actually 4 parts to the exam. After. question ...

Popular Posts

  • Alvaro I am sorry to hear about your struggles but if you really want this you should not give up. What makes this test so difficult is the amount of information you need to master. The study requirements for each individual will be different dependent ...

  • Thank you sir. Jeff

Career Center Job Postings

  • $65,000 - $85,000 + Bonus: Gerber Kawasaki Wealth Management: Gerber Kawasaki is one of the fastest growing and most influential Independent Wealth and Investment Management firms in the country. We currently ... Santa Monica, California
  • $50,000 - $70,000 per year plus bonus and benefits: Foundation Wealth Management, LLC: St. Louis based, women-owned, fast-growing, boutique Registered Investment Advisory seeks a Consultant to join their Clayton Office. Saint Louis, Missouri
  • Starting at $55,000 per year: Grand Wealth Management: Financial Advisor Residency Program will prepare Residents to be client facing financial advisors. Grand Rapids, Michigan
  • Negotiable: Fairport Wealth: Advisor responsible for providing holistic wealth management solutions to clients and their families. Harrisburg, Pennsylvania
  • Base Salary + Revenue Sharing: Rodgers & Associates: We are looking for a dynamic, energetic and hardworking individual to join our team to deliver financial planning services to new & existing clients. Lancaster, Pennsylvania