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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

  • ​I had been cool as a cucumber between taking the exam and reading over the forum digest from Saturday.  Went over to Prometric, received a pass letter, and now I'm a nervous wreck waiting for the official notification. ------------------------------ ...

  • ​The HP 10bII+ came with my Dalton course materials when I enrolled.  I love it and found it very intuitive to learn how to use. ------------------------------ Whitney Goldstein Financial Advisor Robert W. Baird Peoria IL (309) 676-4160 ------------ ...

  • With principles I found the keys are: Knowing and understanding all the housing and savings ratios. Understanding the different educational accounts, loans, deductions, and credits available. Know what they are for and how and when you can use ...

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    RE: Test Results

    I just called the CFP Board. The results from Prometric aren't official, and they aren't sure why they were released. We will get our official results between this Friday 12/14 and next 12/21. The wait continues... ------------------------------ Hannah ...

  • Excellent post, Jeremy. Thanks for helping us change our frame of reference. Stuff happens often that's out of our control and we need to be slow to lose our temper. ------------------------------ Samuel Shreve Financial Advisor USAA San Antonio TX 707-771-1010 ...

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 ...

  • 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 ...

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  • ​I had been cool as a cucumber between taking the exam and reading over the forum digest from Saturday.  Went over to Prometric, received a pass letter, and now I'm a nervous wreck waiting for the official notification. ------------------------------ ...

  • ​Hi Nadine,  Prometric sent you an email confirmation the day you took the exam.  The number is in the email and you need to use all leading zeros. ------------------------------ Amy Esslinger Private BAnking Advisor MB Financial Bank Willowbrook IL ...

  • This has been nothing but a nightmare. It's 3pm eastern time and following couple hours gonna be nerve racking for everyone here. I hope they can release it like they said. Once I received email I will post it here hopefully you guys will let others know ...

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