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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

  • So I was getting in the high 60s to low 70s with Dalton and in the mid to high 70s on the two practice exams I got from the CFP board. I did pass the first time. But honestly.... the test is so completely different from the practice exams I am not really ...

  • Hi Sarah, my business partner and I passed last November only using Danko's material and signature. You can read my past post which should be helpful since you are taking Danko prep. He recommends using just his stuff to pass and I'd affirm that! Also, ...

  • Hi All- I am just wondering where I stand. I am averaging low to mid 70's on quizzes and scored a 50% on exam readiness. Anyone have an thoughts or advice regarding where I stand?  ------------------------------ Gerard Machado Associate Morgan Stanley ...

  • Profile Picture

    RE: Mock Exam

    I took the CFP mock exam and found it helpful, with questions roughly in line with the actual exam in terms of challenge level. ------------------------------ Albert Schweiss Managing Director Parker CO 303-907-8967 ------------------------------

  • Posted in: Study Group Forum

    This is a good point in your exam preparation to assess where you are and what you need to do to get to the finish line. Are you sticking to your study plan? Are there adjustments you need to make to you study plan to be more efficient? Do you need more ...

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

  • So I was getting in the high 60s to low 70s with Dalton and in the mid to high 70s on the two practice exams I got from the CFP board. I did pass the first time. But honestly.... the test is so completely different from the practice exams I am not really ...

  • Hi Sarah, my business partner and I passed last November only using Danko's material and signature. You can read my past post which should be helpful since you are taking Danko prep. He recommends using just his stuff to pass and I'd affirm that! Also, ...

Career Center Job Postings

  • We use the CFP BOARD Career Path and salary levels, plus bonuses: Clear Perspectives Financial Planning: Build financial plans and work collaboratively with our fee-only team to provide extraordinary service to our clients. Partnership potential. Cincinnati, Ohio
  • Competitive: Homrich Berg: Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm located in Atlanta, GA. Established in 1989. Atlanta, Georgia
  • Competitive : Ally Financial: Ally is seeking Sr. Wealth Advisors to drive deep and meaningful relationships with clients and to help them achieve their financial goals. Charlotte, North Carolina | Lewisville, TX
  • Competitive: Camarda Wealth Advisory Group: s you may know, Camarda is a Jax-based national “top advisor” ranked firm. Fleming Island, Florida
  • Competitive: Ameriprise Financial: Are you looking to advance your career in a role with meaningful work? Boston, Massachusetts