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

  • Hi, I noticed this discrepancy between my Kaplan review course and my Dalton flashcards.  I reached out to my Kaplan instructors who clarified that the 60% ONLY applies to cash and 50% remains the limit for all other types of property.  The Dalton flashcards ...

  • Austin,  Did you already take the test?  I am studying for the March 2019 test and interested in joining a study group.  I live in Playa Vista. Let me know if you are interested. Daniele ------------------------------ Daniele Beasley CEO Twenty Concierge ...

  • Profile Picture

    RE: RMD's

    The client according to the FINRA public website -  9. What reporting obligations does my brokerage firm have with respect to RMDs? The IRS   requires brokerage firms   and other financial institutions that are custodians or trustees of traditional ...

  • Posted in: Study Group Forum

    Hey All, I received two copies of Kaplan's Exam prep material. So, I'm offering the unused set to you all. See the link below: http://rover.ebay.com/rover/1/711-53200-19255-0/1?icep_ff3=2&pub=5575378759&campid=5338273189&customid=&icep_item=283257693254&ipn=psmain&icep_vectorid=229466&kwid=902099&mtid=824&kw=lg&toolid=11111 ...

  • Profile Picture

    RE: Test results

    Apologies, didn't realize there was a change for the November window. ------------------------------ Steven Hiraga, CFP® CCO Smith Bruer Advisors Tallahassee, FL ------------------------------

Popular Posts

  • 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 candidates, ...

  • 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 ...

    3 people recommend this.
  • Hello candidates, Please welcome our three wonderful panelists, Lisette Smith , CFP®, Marguerita Cheng , CFP®, and Kelly Shikany , CFP® for our Ask the Expert: Getting Started with Certification session. Please post your questions below on this thread ...

  • ​I am retired military and understand the basic premises behind financial planning.  As I transition into the business world, I am considering a career in financial planning. It has always been an interest to me.  I have been told Brett Danko is great ...

  • Hi,  I'm hoping to get some help. I used Kaplan for their cfp review course but unfortunately I didn't pass the exam. I've used Kaplan for most of my security license reviews and I've always been impressed with their material helping me pass the first ...

Career Center Job Postings