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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

  • Four weeks out I had finished up my Dalton Review and then I did the Kenzahn class. The Kenzahn review class absolutely helped me pass my test. Four weeks out, I started the Kenzahn Review Study course material which had several questions banks. Anything ...

  • Posted in: Study Group Forum

    This is the most important tip. The ONLY skill that CFP tests on is answering questions. They don't care how much reading you do, videos watched, classes sat through, flashcards made, podcasts listened to. All of those should be done with one goal in ...

  • Profile Picture

    RE: Study Group

    Hi Michael, I would be happy to join the study group as well. I am targeting taking the CFP exam this July. Thanks, Sonny Saini 202-607-6912 rxsaini@yahoo.com ------------------------------ Sandeep Saini CFO SSI Education, LLC Herndon VA (202)607-6912 ...

  • I've found that a month before is optimal for the books to close and to start hammering practice questions. At this point, it's more about practice than learning. I'm a big fan of doing some in the morning and at night when you're tired. The exam is ...

  • Posted in: Study Group Forum

    A is the answer CFP/you want, again a poor question with poor answers ------------------------------ Thomas Dunn Managing Partner ClearPoint Advisors (LPL) Brownsville TX (956)372-1070 ------------------------------

Popular Posts

  • Four weeks out I had finished up my Dalton Review and then I did the Kenzahn class. The Kenzahn review class absolutely helped me pass my test. Four weeks out, I started the Kenzahn Review Study course material which had several questions banks. Anything ...

  • Where were you focusing your attention? Daltons Q Bank, for a couple hours a day. I found in working through difficult topics, my time was better spent practicing questions as opposed to re reading and re watching lectures. Were you finishing ...

Career Center Job Postings

  • Based on experience: Brown Financial Advisory: Overview: Lead Financial Planners provide technical financial planning work to a specific segment of clients and leadership to the client services ... Fairhope, Alabama
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  • Attractive, competitive salary - commensurate with experience and education : Investment Counsel Company:  This position is responsible for delivering the highest standard of investment guidance for our valued clients, generating lucrative new business,... Las Vegas, Nevada
  • TBD: MOISAND FITZGERALD TAMAYO, LLC: Has your career hit a ceiling, or do you wish to break away from a traditional financial services firm to work solely as fiduciary in a growing and... Orlando, Florida
  • W-2 Employee, Highly Competitive Salary + Bonus. Health and Dental Benefits + 401(k): DAI Wealth: This unique opportunity will allow you to focus on planning and service with an existing robust clientele. Mankato, Minnesota and potential partial remote