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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

  • The CFP® certification has given me both the confidence and credibility to support clients and my network of colleagues. Before certification, I would informally offer advice and respond to inquiries from my friends and colleagues, as my experience in ...

  • Hi Michael, I basically wanted to add that I agree with what Steven said. I'd read the chapter in the book and then do all the Qbank questions for that chapter in 25 question quizzes until I did them all. I'd review ones I got right as well as ones I ...

  • Trish, Thanks for sharing your experience.  I too am an active CPA and strongly considered the accelerated path but thought I might be able to benefit from the additional coursework that covers areas of limited knowledge (ie: insurance).  It's great ...

  • I would like to start a mastermind group (or groups if there is enough interest) to form connections within the industry and bounce ideas off of each other. The two primary goals would be: 1. Hold each other accountable to our study schedules and/or ...

  • Profile Picture

    RE: Exam Review

    Yes, it's definitely a tough decision to make because it's been constant studying for months already. What ultimately made the decision for me was my Dalton advisor said that the review course and the pre study should be thoroughly understood and it is ...

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

  • The CFP® certification has given me both the confidence and credibility to support clients and my network of colleagues. Before certification, I would informally offer advice and respond to inquiries from my friends and colleagues, as my experience in ...

  • Hi Michael, I basically wanted to add that I agree with what Steven said. I'd read the chapter in the book and then do all the Qbank questions for that chapter in 25 question quizzes until I did them all. I'd review ones I got right as well as ones I ...

Career Center Job Postings

  • Base Salary + Bonus up to $100,000+ annually with longer-term incentives: Antolino & Associates: We are looking for a financial professional with a go-getter attitude, that is results-driven who wants an opportunity to grow a business in SE OH. Ohio
  • Competitive base salary commensurate with New York City benchmarks, annual bonus, benefits: Christopher Street Financial: Christopher Street Financial is a community-focused, progressive wealth management and financial planning firm based in New York City. New York City, New York
  • competitive salary + incentives + profit bonus + benefits: The Capital Chart Room LTD: Are you a true professional with high standards and experience advising business owners? Are you a selectively social person who gains energy from ... Fort Worth, Texas
  • Negotiable : Del-Sette Capital Management LLC: Great career opportunity with a fast growing RIA. Position entails creating and presenting financial plans, participating in strategy and review me... Schenectady, New York
  • Based upon experience and education/certifications: Confidential: You will assist with preparing for client meetings, data and investment analysis, and investment selection and management.  Saint Paul, Minnesota