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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

  • Hello William, I am planning to take exam in March 2021 because I am half way to finish the education requirments. If there is still room to sit in, could you add me in? My email address is helenzhao2000@hotmail.com. Thanks, Helen ------------------------------ ...

  • Thank you so much for your reply! I will try contacting them Monday. Very interesting about the start times. I didn't realize we would have choices or that they might be so early or late in the day! ------------------------------ Bonnie Maize student ...

  • David: Just think, if I had NOT been so vocal against Bryant University and had I NOT filed complaints against them with their State Board of Higher Education as well as with the CFP Board .... things might have just remained the same and other people ...

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    career change

    Hi everyone. I have a Bachelor's degree in Public Financial Management and a Masters degree in Business Education. I started off as a personal banker for 3 years. Then once I learned my masters I switched to a career in teaching where I nearly doubled ...

  • Posted in: Study Group Forum

    B-  Young ; to take advantage of building the Roth  IRA; later on, he might not be qualified for the Roth contribution ------------------------------ Kieu-Loan Vu Marketing Director World Financial Group Swarthmore PA (610)543-5353 ----------------- ...

COVID-19 Updates

For updates and questions regarding COVID-19, please refer to this page on the CFP Board website which will be updated on an ongoing basis: COVID-19 Updates from CFP Board

Popular Posts

  • Hello William, I am planning to take exam in March 2021 because I am half way to finish the education requirments. If there is still room to sit in, could you add me in? My email address is helenzhao2000@hotmail.com. Thanks, Helen ------------------------------ ...

  • Thank you so much for your reply! I will try contacting them Monday. Very interesting about the start times. I didn't realize we would have choices or that they might be so early or late in the day! ------------------------------ Bonnie Maize student ...