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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

  • Someone on here kindly suggested joining a study group, so I'm wondering if anyone would be interested. I've gotten halfway through the test bank in Dalton, and have finished the pre study booklets so far. My cell number, if you're interested is: ...

  • Hey Daniel - you can't go wrong with Dalton, so you have all the materials you need. I would urge you to make flash cards as Michael kindly suggested, but you want to keep them concise. Also, I'm sure you'll be able to put together or join a virtual ...

    1 person recommends this.
  • I don't often post on sites like this, but I just have to give a shout-out to the Brett Danko review program. I'm 42 years old and have been practicing for 20 years, I'm also the kind of person who appreciates great instruction and leadership when I ...

  • Hi Briley - you made the right choice going with Kaplan. I see a lot of posts asking whether XYZ is better thank ABC. From what I have seen and taught out of, all the of the major prep providers will give you the tools needed to pass the exam. While ...

  • Hello Casey, Congratulations on passing the exam. Are these the core CFP course books including the capstone book? If so, I am interested. Please let me know what you are willing to let these go for. I'm in CA. Thanks David Molano 5593487038 (Cell and ...

Popular Posts

  • Someone on here kindly suggested joining a study group, so I'm wondering if anyone would be interested. I've gotten halfway through the test bank in Dalton, and have finished the pre study booklets so far. My cell number, if you're interested is: ...

  • Hey Daniel - you can't go wrong with Dalton, so you have all the materials you need. I would urge you to make flash cards as Michael kindly suggested, but you want to keep them concise. Also, I'm sure you'll be able to put together or join a virtual ...

    1 person recommends this.

Career Center Job Postings

  • Starting $22/hr based on licensing & credentials: WD Wealth Strategies: We are a unique comprehensive financial firm geared towards UHNW Individuals, Business Owners, and Family Offices. Focus on mentorship & learning. Lone Tree, Colorado
  • Negotiable Depending Upon Experience: Accruent Wealth Advisors: Accruent Wealth Advisors is a fee-only firm in Winston-Salem, North Carolina that is seeking an Associate Financial Planner to join our team. Winston Salem, North Carolina
  • Salary based on experience with splits on all client business, full benefits, team approach: Atlas Lifestyle Planning Group: Fostering relationships with CPA Partners and helping identify their existing clients who need the solutions we can provide Colorado office locations, Amarillo
  • DOE: RMB Capital Management: Why RMB Capital? RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $10 billion in assets under mana... Milwaukee, Wisconsin
  • Negotiable including Salary + Bonus + Equity potential: Access Financial Services, Inc.: Financial Planning/Wealth Management/Portfolio Management... it's what we do, and we are in search of a financial planner / advisor to join our firm. Bloomington, Minnesota