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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!

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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

  • Profile Picture

    RE: CFP Requirements

    James, in order to use the CFP marks, you have to meet ALL of the requirements. So that means you have to pass the exam, gain the experience (if you don't already have it) and get your four year degree  (again, if you don't already have it). There is ...

  • Hi Jonathan, I felt the same way about tax planning,  retirement planning, and estate planning. It common to feel this way after being exposed to the materials the first time. Don't worry,  the review course will help solidify things. Bob ------------------------------ ...

  • Hey Michael, thanks for sharing your experience with Kaplan. I'm assuming you're referring to the Kalan review course 3-4 months leading up to the exam. Did you also use Kaplan for the required education portion? If so, would you mind sharing your experience ...

  • Hi Simon, I'm interested if you still have them left. Thank you, Frank frhackett@gmail.com ------------------------------ francis Hackett senior investment associate Lincoln Financial Ridgewood NJ (914)661-6012 ------------------------------

  • I'd like to throw our hat in the ring for planner focused podcasts. We've had some great members of the community join me on the 4FP Podcast, including the hosts of a bunch of the currently mentioned shows.  Either search for 4FP in your podcast app ...

Popular Posts

  • Profile Picture

    RE: CFP Requirements

    James, in order to use the CFP marks, you have to meet ALL of the requirements. So that means you have to pass the exam, gain the experience (if you don't already have it) and get your four year degree  (again, if you don't already have it). There is ...

  • Profile Picture

    RE: CFP Requirements

    Hi James, Unfortunately I believe it's the former and not the latter. You cannot use the marks until you the Board accepts your degree. Bob ------------------------------ Robert Edry, MBA, WMCP(R), CLTC(R) Prudential Advisors Bedford, NH 03110 - ...

Career Center Job Postings

  • The pay is good, but looking for someone that is primarily motivated to make a remarkable difference: DeDora Capital: The primary needs are for Financial Planning, Financial Advice, and Annuity, and 401k support. Open to experience/interest in Compliance and Trading. Napa, California (mostly in-person).
  • $85-$95K DOE salary plus bonus/benefits: TalentLink Solutions: About the Firm: Our firm is a successful fee-only RIA with a passion for building deep relationships with our clients and guiding them on their lif... McLean, Virginia
  • Up to $65,000 per year + benefits: Steadfast Wealth Co.: This is an incredibly important role that will work directly with senior planners to develop plans and assist in execution of resultant action items. Colorado Springs, Colorado
  • Competitive: Tarbox Family Office: We are seeking a detail-oriented and experienced Wealth Planner to own and drive the financial planning process for our clients. Newport Beach, California
  • $70,000 - $90,000 salary based on experience: fpPathfinder: Help develop checklists and flowcharts to help advisors have more diligent conversations with their clients about financial planning topics. United States