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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

  • Yes he's with Kaplan, his review is excellent and interesting. ------------------------------ philip Curran Asst. Vice President, Finanacial Advisor Wells Fargo Advisors (Wells Fargo Clearing Services, LLC) Pleasant Hill CA (925)286-9997 ----------- ...

  • Dalton review books and flash cards for sale. Just passed March exam on my first try. Dalton was awesome. $150+shipping for everything. ------------------------------ Tyson Fuller, CFP® ------------------------------

  • ​​The Danko live review and process were the keys to passing the exam. Step One - complete pre study materials - come to the live review having completed all of the pre study materials! Step Two - Live review with classroom book, Brett brings the material ...

  • This post is for all the re-test takers, and to tell you all that my review with Brett Danko is what got me through. Now that I passed, I can confidently tell you that Brett Danko and his team have the right format, resources, and most important, JUST ...

  • Thank you both very much for your input! ------------------------------ Maggie A. Registered Client Associate Los Angeles CA ------------------------------

Popular Posts

  • Posted in: Study Group Forum

    Hello All! Thank you for joining our Ask the Expert today! We have @Eric Nepomuceno , @Paulette Anthony and @Eric Richaudeau from the CFP Board Exams Department to answer any of your questions about the November exam. Please comment your questions ...

  • Hi All, Important notice to March, 2019 CFP® exam takers – Those who sit for the March exam will not receive preliminary pass or fail results immediately after completion of their exam. Due to the revision of test items related to the recent tax ...

  • 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 ...

  • Yes he's with Kaplan, his review is excellent and interesting. ------------------------------ philip Curran Asst. Vice President, Finanacial Advisor Wells Fargo Advisors (Wells Fargo Clearing Services, LLC) Pleasant Hill CA (925)286-9997 ----------- ...

  • Dalton review books and flash cards for sale. Just passed March exam on my first try. Dalton was awesome. $150+shipping for everything. ------------------------------ Tyson Fuller, CFP® ------------------------------

Career Center Job Postings

  • Great Falls, Virginia, III. POSITION SPECIFICATIONS Experience and Education: A Bachelor's degree in Business, Finance, Accounting and/or Economics or equivalent experience. Must have Series 66 OR Series 65. Certifi
  • Spring Hill, Florida, Core Strengths: Attention to detail Confidentiality Deadline driven Ability to manage multiple priorities & tasks Ability to maintain and monitor time line, keep on track Self-managing Provide wo
  • San Rafael, California, Polaris Greystone Financial Group, LLC is an independently owned, Securities and Exchange Commission (SEC) Registered Investment Adviser. We are a fee-only adviser and do not charge commissions
  • Grapevine, Texas, The optimal candidate is fully-licensed and has experience working within the financial services industry and a bachelors degree. However, candidates who are prepared to pass the Series 7, Seri
  • Reston, Virginia, Qualifications & Characteristics CERTIFIED FINANCIAL PLANNER(tm) (CFP(r)) Professional A Bachelors degree in Business, Finance, or a related field 10+ years financial services