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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

  • Hi all! I have a set of hard copy Kaplan Review books good for the March 2023 exam cycle. They are brand new and unused. Selling for best offer. Thank you, ------------------------------ Sharon ------------------------------

  • Hi Roshan, I would like these if they are still available. Thank you, George Jones ------------------------------ George Jones george_jones577@yahoo.com ------------------------------

  • Thank you to our experts for their time and wisdom! Be on the lookout for the next Ask the Expert event! ------------------------------ Rebekah Horsting Community Manager CFP Board candidateforum@cfpboard.org ------------------------------

  • Hi - For individual planners, what software to you recommend that is simple and low cost? ------------------------------ Darci Kvam Accountant Incredible INC Savage MN (952)240-5422 ------------------------------

  • Shane, I would like to join the group, I'm located in Kansas City area, so not much of a time difference. Are you planning to do an in person Danko review or the virtual? Garrett Harper 7853932351 ------------------------------ Garrett Harper Principal ...

Popular Posts

  • Hi all! I have a set of hard copy Kaplan Review books good for the March 2023 exam cycle. They are brand new and unused. Selling for best offer. Thank you, ------------------------------ Sharon ------------------------------

  • Hi Roshan, I would like these if they are still available. Thank you, George Jones ------------------------------ George Jones george_jones577@yahoo.com ------------------------------

Career Center Job Postings

  • $65,000 and up, plus stock options. Competitive benefits package.: Advyzon: Advyzon has been named to the Best Places to Work in Fintech list for the third year in a row and consistently earns top client satisfaction scores. Chicago, Illinois *remote and hybrid available*
  • up to $60,000 per year + benefits: In Touch Financial Services : This position requires a CFP® certification and focuses on communicating with clients and responding to their needs. Oakland, California
  • $70,000 - $90,000 TCC + benefits: Wilbanks Partners llc: Mid-Atlantic RIA Client Mgmt Analyst. 3-4 yrs exp in financial services, w/ at least 2 yrs in client-facing role in investment biz. CFP preferred. Raleigh, North Carolina
  • Temporarily Hybrid: Annex Wealth Management: Annex is a fee-only fiduciary firm. That means our employees are charged with always doing what’s right for the client.  There are no conflicts of ... Elm Grove, Wisconsin
  • Up to $90,000 + bonus + 4% 401(k) match: Boardwalk Financial Strategies LLC: Help clients achieve their financial goals through a focus on comprehensive financial planning that compliments traditional investment management. Delafield, Wisconsin