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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

  • You should bring the following items to the exam site: Valid, unexpired government-issued photo identification, such as a driver's license, exactly matching the name under which you registered One or more battery-powered, non-programmable, dedicated ...

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    Lone Star Study

    Hello to all, I have been utilizing a couple different resources for my preparation for the exam. I was curious as to who has been successful utilizing Lone Star's (American College)​ study material? I have been through most of it and feel that I have ...

  • Hi Ryan, I too scored lower than expected on the practice exams. I also felt certain I would fail the actual exam right up until the night before, but all of these feelings are normal. I ended up passing in July (first try). My advice would be to prepare ...

  • Posted in: Study Group Forum

    Hello! The timing of the practice exam depends on the individual's program of study. We are not able to recommend an optimal time to use the practice exam. The practice exam questions contain rationale for the correct answers. We suggest candidates reach ...

  • Hi Tim, Link here to the exam correction errata! Let me know if you have any questions. Thanks! ------------------------------ Annie Moncure Community Manager CFP Board candidateforum@cfpboard.org ------------------------------

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 ...

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