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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!

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

  • The CFP Board has a cheat sheet on their website that covers the major tax and estate changes in 2018. As for the exam I recommend another review course since two years have passed. Read the exam review books thoroughly, ideally twice each. Access to ...

  • I have three Zahn books. They are a synopsis of material likely to be on the exam. It served me well for the November exam. The books have a number or shortcuts to remember key ideas along with questions and quizzes. ​If you are interested in buying these, ...

  • I am just trying to find out the total cost for registration...does anyone know?  Is it $900?  Can't find it anywhere on this site...might be user search error.. Thank you. Meg ------------------------------ Margaret Basten Senior Client Service Associate ...

  • Thanks for your input, Theodore.  I sincerely appreciate it.  I consider myself more of an introvert, than an extrovert, and book learning is right up my alley.  You sharing your opinion that the Basic adequately prepared you is helpful.  I also appreciate ...

  • Posted in: Study Group Forum

    B.  If their essential expenses are exceeding their income, then they need the lower payments.  This situation also puts them in a risky situation of being unable to pay bills going forward if something were to happen to either of them.  Budgeting should ...

Popular Posts

  • 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 ...

  • Hi candidates, In an increased effort to ensure the Candidate Forum is as beneficial and helpful for as many candidates as possible, we are going to be using this thread as a space for you to post any exam material that you'd like to sell to other ...

  • Given the breadth of the federal tax law changes adopted in January 2018, which impact the application of financial planning knowledge across a large number of client situations, the 2018 tax law changes will not be tested on the CFP ® exam before November ...

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  • The CFP Board has a cheat sheet on their website that covers the major tax and estate changes in 2018. As for the exam I recommend another review course since two years have passed. Read the exam review books thoroughly, ideally twice each. Access to ...

  • I failed the March 2017 exam and am looking to take it in July of this year.  Having not been tested on the massive tax changes for 2018, I am wondering where to best focus my efforts while waiting for Dalton et all to update their study materials for ...

Career Center Job Postings

  • Dallas, Texas, Initial Key Areas of Responsibility: Assist wealth advisors in preparing for client meetings and completing ad-hoc firm projects Assist wealth advisors with prospective clients by gathering data, rev
  • Louisville, Kentucky, Five years of experience with a financial services firm offering investment management and comprehensive financial planning services. Four-year college degree, FINRA Series 7, Series 66 and State Life
  • McLean, Virginia, Key Financial Planning Intern Requirements Bachelors Degree. Preference given to Accounting, Finance, Economics or Mathematics majors. Enrollment in a CFP Board-registered prog
  • Pittsburgh, Pennsylvania, Qualifications: Required: An excellent knowledge of financial planning and the ability to apply skills creatively to diverse client needs Financial planning and/or investment advisory experience work
  • San Diego, California, Financial service employment experience Immediate opening: Fee-Only Financial Advisory Firm seeking financial advisor/para-planner for a small 5-person RIA firm using team approach.