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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.

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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

    B. Suggest they refinance to a 30-year fixed mortgage and begin funding savings This will lower there monthly payment and assist them with overall savings per month. They already have a negative D/I per month. So the 15 year does not ...

  • Hi Everyone, I didn't expect such a large response of interest in joining the group, and am absolutely motivated by it! The first meeting is setup for 02/25/2020 at 8PM ET and I am shooting for it to last for an hour. It's perfectly ok if you join ...

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    RE: November Exam

    Hi Jeremy,  I took the November exam last year with Brett Danko. I finished my coursework through BU at the end of June/beginning of July. I got the Danko materials mid August and was able to get through everything before my live review in October.  ...

    1 person recommends this.
  • Correct. Getting no "lows" on the test and still failing doesn't mean that there is some benchmark for each section. In fact, I think it strengthens my point that there is no minimum score for each section, or else the person with no "lows" would have ...

  • @Tara Spruill-Jones , I do work for Northstar and consult with clients privately on the side. The standard disclosures are, of course, required for both. More information on those can be found here:  https://www.cfp.net/ethics/compliance-resources/2019/10/disclosures-required-when-providing-financial-advice-and-financial-planning ...

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! ...

  • Deep breathing is great for lowering the stress response. But, those breaths must be long, slow breaths. When the stress starts to build, be mindful of it and pay close attention to taking long, slow, deep breaths. Think of how effectively you are blowing ...

  • Posted in: Study Group Forum

    B. Suggest they refinance to a 30-year fixed mortgage and begin funding savings This will lower there monthly payment and assist them with overall savings per month. They already have a negative D/I per month. So the 15 year does not ...

  • Hi Everyone, I didn't expect such a large response of interest in joining the group, and am absolutely motivated by it! The first meeting is setup for 02/25/2020 at 8PM ET and I am shooting for it to last for an hour. It's perfectly ok if you join ...

  • Sandra, this is a tough question. There have to be books written on this. The best I can offer is that no one will die as a result of your performance. Think about what you would tell a teenager, a niece, nephew or younger sibling. I think a mental approach ...

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  • Washington, Illinois, Required Qualifications: High school diploma or equivalent. Maintains Illinois Life/Health Insurance license and FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 or Series 7, 63,
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  • Southfield, Michigan, Make your mark.  With more than $14.9 billion of assets under management, Plante Moran’s Wealth Management Team serves as a trusted advisor to more than 2,400 high net worth individuals, fami