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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!

Connect

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.

Library

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.

Plan

Latest Discussions

  • Profile Picture

    RE: My 7 month path to CFP®

    By: Worde McClung , 25 minutes ago
    Posted in: CFP Board Candidate Open Forum

    I think it is on their website: https://brettdanko.com/ ------------------------------ Worde McClung CEO Arch Partners Wealth Management Inc. Watkinsville GA (706)850-8877 ------------------------------

  • Profile Picture

    RE: JTWROS Brokerage Account Tax Implications - No ...

    By: honesto. yumul , 2 hours ago
    Posted in: CFP Board Candidate Open Forum

    Given the facts of the case, according to the CFP code, we should follow the client's instruction. However, the CFP practitioner should advise the client that following his course of action will trigger a gift tax ($17000 limit for 2023) to the client ...

    1 person recommends this.
  • Profile Picture

    RE: Weekend/Week before Exam

    By: Aaron Anderson , 2 hours ago
    Posted in: CFP Board Candidate Open Forum

    I'm not knocking the suggestion because everyone works differently but I'm a night owl so there is no way I'm getting up at 5AM. I'd probably have failed the exam from exhaustion even if I tried to adjust myself! That's why I wholeheartedly suggest the ...

  • Profile Picture

    RE: Study Group Virtual

    By: Antonio Quezada , 2 hours ago
    Posted in: Study Group Forum

    Happy Friday All, Below please see the WhatsApp link to join the study group. Seeing as the group has grown quite a bit, we are currently using the chat as a central communication hub and launching pad for folks to branch off into smaller, more focused ...

  • Profile Picture

    Looking To Purchase Dalton Review Materials

    By: MATTHEW COHEN , 4 hours ago
    Posted in: CFP Board Candidate Open Forum

    Hello everyone. I'm very interested in purchasing Dalton Review Materials as I'm looking to take the exam in March 2024. If anyone is willing to part with their materials, please reach out to me directly at mtycoh@yahoo.com as it's easier to communicate ...

Popular Posts

  • Profile Picture

    RE: My 7 month path to CFP®

    By: Worde McClung , 25 minutes ago
    Posted in: CFP Board Candidate Open Forum

    I think it is on their website: https://brettdanko.com/ ------------------------------ Worde McClung CEO Arch Partners Wealth Management Inc. Watkinsville GA (706)850-8877 ------------------------------

  • Profile Picture

    RE: JTWROS Brokerage Account Tax Implications - No ...

    By: honesto. yumul , 2 hours ago
    Posted in: CFP Board Candidate Open Forum

    Given the facts of the case, according to the CFP code, we should follow the client's instruction. However, the CFP practitioner should advise the client that following his course of action will trigger a gift tax ($17000 limit for 2023) to the client ...

    1 person recommends this.

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