Home

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

  • Lori, most candidates go through this same stage. It is a lot of material. But read the exam review material in detail then work the quiz bank. I don't know how Kaplan's quiz bank is set up but ideally you would review one topic thoroughly then do all ...

  • Profile Picture

    RE: CFP Program

    I will have to do some research on Boston University and the program there. Thank you for mentioning them. ​ ------------------------------ Jerusha Lynn N/A N/A CAMERON NC (570)574-6096 ------------------------------

  • Profile Picture

    RE: September exam

    Hello, I'm running into the same issue in Colorado.  I've checked the site daily but nothing in the entire state is available.  I've tried contacting the CFP board and Prometric, but neither has been able to provide any assistance so far.   ------------------------------ ...

  • Thank you, Ron! I guess i crashed the right party - all the fun young people are here! It is just so exciting to me to start this wonderful new career and the people i am meeting truly make it worthwhile! Be well.

  • Hello Christian, Thank you for sharing this information. I am highly interested in hearing more about your work as a financial journalist. Right now I am looking to earn CFP experience credits as I hope to begin studying for the exam soon. Did you earn ...

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

  • Lori, most candidates go through this same stage. It is a lot of material. But read the exam review material in detail then work the quiz bank. I don't know how Kaplan's quiz bank is set up but ideally you would review one topic thoroughly then do all ...

  • I was coming here to start a post about the same thing. I got my CRPC in 2018. The FA I work with & I decided the end of last year I would go for the CFP marks as well. I feel so in over my head. I am in the Kaplan program with the exam prep review. I ...

Career Center Job Postings

  • San Antonio, Texas, What it takes... 4-year college degree from an accredited university CFP designation FINRA Series 66 (or 65 & 63), may be obtained post-hire Strong business, economic and investmen
  • Pittsburgh, Pennsylvania, Qualifications: Bachelor’s degree in business or accounting from an accredited four-year college program. 0-2 years of experience. Some working knowledge of investments across asset classes an
  • Westlake Village, California, Please Visit on our website at www.UBS.com for full disclosure.     Role purpose: A wealth strategy associate provides support to the branch team and development of wealth management strategies
  • Charlotte, North Carolina, Minimum of five+ years advisory experience in a client facing role Extensive client service experience; managing an ongoing book of business Client Relationship Management mastery Exceptiona
  • Scottsdale, Arizona, Minimum of five+ years advisory experience in a client facing role Extensive client service experience; managing an ongoing book of business Client Relationship Management mastery Exceptiona