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

  • Paul, Thank you for the congratulations! I am sorry to hear of the losses. Life rears its head at the most inopportune times. I didn't lose any loved ones but felt life periodically thru my 3x bouts with the CFP exam. Fortunately, ...

  • Hi Kelly- I don't have an answer for you, but I am also considering Butler University for the coursework. Did you end up going with it? If so, would you recommend? Thanks, -Drew ------------------------------ Drew Krepline Investment Intern Endowment ...

  • Thanks Johanna.  I had the exact same experience where I felt questions were missing a key piece of information (not alone). Not to mention scoring high on the q bank leading up to the exam.  Going into the exam felt good on the information.  The way ...

  • Hello!  I have the Kaplan Guaranteed to Pass review books for sale. Please feel free to reach out if you are interested! ------------------------------ Shelbi Ruffino Assistant Portfolio Manager Moon Capital Management Knoxville TN (865)228-1399 -- ...

  • I am about to start the Capstone at the American College and planning on taking the November exam as well.  Thanks to Barbara for starting this thread and to Tatiana for taking the time to provide very valuable advice. I had the same questions and concerns. ...

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! ...

  • Posted in: Study Group Forum

    Hello All! Thank you for joining our Ask the Expert today! We have @Eric Nepomuceno , @Paulette Anthony and @Eric Richaudeau from the CFP Board Exams Department to answer any of your questions about the November exam. Please comment your questions ...

  • Hi All, Important notice to March, 2019 CFP® exam takers – Those who sit for the March exam will not receive preliminary pass or fail results immediately after completion of their exam. Due to the revision of test items related to the recent tax ...

  • Paul, Thank you for the congratulations! I am sorry to hear of the losses. Life rears its head at the most inopportune times. I didn't lose any loved ones but felt life periodically thru my 3x bouts with the CFP exam. Fortunately, ...

  • Jarrell, I have been in industry for 8 years , advising clients for 5 years. So not a veteran by any means but also not a novice ------------------------------ Krista Collins Financial Consultant Fidelity New York ------------------------------

Career Center Job Postings

  • New York, New York, ATTRIBUTES At Christopher Street Financial, successful advisors possess the following attributes: They understand how to work well in a team and enjoy achieving success with others. At the same tim
  • Chicago, Illinois, Candidates must have a 4-year degree and either have the CFP designation, are in process, or planning to pursue CFP. Candidates must have a background that enables them to be affiliated with our FINR
  • St. Louis , Missouri, We are looking for college students that attend a four year college or university who are interested in a part time Financial Representative internship. If you are a passionate student pursuing a degr
  • Saint Louis, Missouri, Qualifications Dedication to integrity, professionalism and confidentiality Bachelors degree required CFP(r) designation or desire to obtain one Aspirations for a long-term career path Passi
  • Chicago, Illinois, QUALIFICATIONS 5+ years of wealth management experience. RIA experience is preferred. Bachelor's Degree CFP(r) designation or similar advanced industry certification Excellent verbal and written