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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

  • Hi Tyson, Thank you so much! I am looking into Penn State now. I appreciate your suggestion and you taking the time to respond to me! ------------------------------ Jessica Wertz, CRPC Client Service Associate Edelman Financial Engines Roseville, CA ...

  • Hello,  I am looking for some input on the value and effectiveness of the Zahn test bank if anyone has purchased it before.  I am taking the exam in November and have completed Kaplan's material in the past. I have the review books for Kaplan but do ...

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    RE: Career Advice

    Ben, I have looked at that site and I can't even generate a call. I will try again but it is just so deflating searching for something that seems to not exist. It has me second guessing this field and in Ohio there is only 2 fee only firms in Canton, ...

  • Hi @William Higgins , yes it will be updated. Thanks!​ ------------------------------ Annie Moncure Community Manager CFP Board candidateforum@cfpboard.org ------------------------------

  • Posted in: Study Group Forum

    Hi everyone, Thanks for participating this week! The correct answer is:  B Rationale: Providing a copy of Form ADV is accomplished during the first step of the financial planning process, which is establishing the client relationship. ------------------------------ ...

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 ...

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  • Hi Tyson, Thank you so much! I am looking into Penn State now. I appreciate your suggestion and you taking the time to respond to me! ------------------------------ Jessica Wertz, CRPC Client Service Associate Edelman Financial Engines Roseville, CA ...

  • Hello,  I am looking for some input on the value and effectiveness of the Zahn test bank if anyone has purchased it before.  I am taking the exam in November and have completed Kaplan's material in the past. I have the review books for Kaplan but do ...

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