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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

  • Sure thing, I know that everyone takes tests differently but in my case that is what I needed to get me across the line. ------------------------------ Brandon Vowinkle Portfolio Manager BOK Financial Securities Porter TX (817)676-8910 ------------- ...

  • Thank you to everyone who participated in today's session and a huge thank you to our experts for taking the time to share their advice with everyone! Be on the lookout for our next Ask the Expert session coming soon. ------------------------------ Sara ...

  • Hey Martina!  Would you mind sharing your spreadsheet with me?  It would be greatly appreciated. ​ maddy.spiering@morganstanley.com Thank you! ------------------------------ Maddy Spiering Financial Advisor Morgan Stanley Lafayette CA (925)330-7820 ...

  • Hello all, I have just completed my ChFC® and have CLU® with the American College and plan on taking the November test.  Any suggestions from those who have taken this similar path for CFP prep? Thanks Forrest Patterson ------------------------------ ...

  • Profile Picture

    RE: Estate Planning

    Hi Michael, I'm sure this forum can and will be happy to provide many options for an estate planning course, but it would be helpful if you shared a bit more regarding your purpose and reasons for taking the class so we can provide you the best options ...

Popular Posts

  • Sure thing, I know that everyone takes tests differently but in my case that is what I needed to get me across the line. ------------------------------ Brandon Vowinkle Portfolio Manager BOK Financial Securities Porter TX (817)676-8910 ------------- ...

  • Thank you for the input Brandon! What I am hearing from you is just completing a CFP review course should give me the boost needed to pass the exam. This helps ease my confusion. ------------------------------ Parker Mueller Wealth Advisor Mueller Wealth ...

Career Center Job Postings

  • $150,000 salary + equity share options and benefits: Facet Wealth: As a Taxation Specialist you will be the subject matter expert on tax advice planning for Facet’s clients. Remote
  • Pay/benefits are competitive based on industry standards.: Cordant, Inc.: Associate Advisor Who You Are… As an Associate Advisor, you have a passion for finance, working with people, and delivering superior customer servi... Portland, Oregon
  • $50,000-$100,000: Raymond James - Glen D. Smith & Associates: The Associate Wealth Advisor will establish new client relationships in addition to providing advisory services... Flower Mound, Texas
  • $50,000 with awesome benefits: Patton Albertson Miller Group LLC: An support role to the lead advisor and an awesome opportunity to learn the fundamentals of helping our clients achieve their financial goals. Macon, Georgia
  • Dependent on qualifications and experience: VisionPoint Advisory Group: Develop high quality, comprehensive advice documents for clients that are customized with recommendations that are appropriate and actionable. Dallas, Texas