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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: Looking for New/Used CFP Books

    By: Robert Rea , 30 minutes ago
    Posted in: CFP Board Candidate Open Forum

    Patrick, whichever education program you decide to take will include a set of books with their enrollment. Passing an approved education program is required in order to take the exam. I recommend you thoroughly review the CFP Board's website at CFP.net. ...

  • Profile Picture

    RE: Looking for Danko Materials

    By: Colleen Mitchell , 5 hours ago
    Posted in: CFP Board Candidate Open Forum

    Hi Adrianna! Feel free to send me an email ccmitchell429@gmail.com i did the virtual Danko review for November and it was excellent. ------------------------------ Colleen Mitchell Financial Advisor Edward Jones Viera FL (217)415-2448 -------------- ...

  • Profile Picture

    RE: Help with study structure!

    By: Gary Thomas , 8 hours ago
    Posted in: CFP Board Candidate Open Forum

    Hi James, Everyone has a different approach depending on their background and their strengths. What worked for me was to take a pre test and to identify strengths and weaknesses. I spent less time on those areas where I had a strong ...

  • Profile Picture

    RE: Interpreting Exam results & Tips for second at ...

    By: Christopher Kim , 15 hours ago
    Posted in: CFP Board Candidate Open Forum

    Hi Ross, I got my tutor through a friend who taught on the side but the going rate is 50$. I tried 3-4 different ones before I was confident with the one I chose. If you ask around they will be people who will do it but none that I am aware that do it ...

  • Profile Picture

    Dalton Quicksheets for sale - $60

    By: Susan Plisch Dewing , yesterday
    Posted in: Study Group Forum

    I have a complete set of the most recent Dalton Money Education Quicksheets for sale - $60.  Shipping is free! They have the correct numbers for the MARCH 2021 exam and were a great help to me when preparing (and passing!) the exam this November. For ...

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

  • Profile Picture

    RE: Looking for New/Used CFP Books

    By: Robert Rea , 30 minutes ago
    Posted in: CFP Board Candidate Open Forum

    Patrick, whichever education program you decide to take will include a set of books with their enrollment. Passing an approved education program is required in order to take the exam. I recommend you thoroughly review the CFP Board's website at CFP.net. ...

  • Profile Picture

    Looking for New/Used CFP Books

    By: Patrick Sweeney , 34 minutes ago
    Posted in: CFP Board Candidate Open Forum

    Hi all! I am beginning my studying for my CFP and wanted to see if anyone who has recently passed their CFP still has their books and are willing to sell them? I just wanted to check here first before buying new books online since they are pretty expensive. ...

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