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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

  • Completely agree! I had my exam scheduled prior to starting the review class and I was ready to pay the $100 to postpone the exam until March.  After doing his pre-study, attending his virtual class, and then studying his material more, I was ready to ...

  • Hi everybody: I have the Kaplan materials for sale: 7 study books as well as the Live-Review In-Class Guide (covers the March 2020 exam with the 2019 tax code information).  They are in mint condition with very minor highlighting (done in pencil, so ...

  • Following. I too have been trying to figure out a good live review course to attend in the PNW preferably in the PDX area, not Seattle. With that said, a four hour train ride is preferred over a 5+ hour flight to the east coast. Kindly, ...

  • Kevin, I'd be interested in a study group for the March exam. I live in Bucktown and work in the Loop - let me know! Nic ​ ------------------------------ Nicholas Hunt Associate Director - Investments Oppenheimer & Co., Inc. Chicago IL (312)360-5502 ...

  • I would like to have an in-person tutor in the Nothern Kentucky area.  Any suggestions? ------------------------------ Beth McDonald Portfolio Specialist Fidelity Investments Florence KY (513)403-9144 ------------------------------

Popular Posts

  • Hello everyone! As an effort to keep exam materials being sold and purchased in one consolidated area, please post anything you are selling on this thread! This will allow us to keep things organized while candidates are purchasing or selling their materials! ...

  • 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 ...

  • Completely agree! I had my exam scheduled prior to starting the review class and I was ready to pay the $100 to postpone the exam until March.  After doing his pre-study, attending his virtual class, and then studying his material more, I was ready to ...

  • If you are considering a review class, keep reading. If you think I am just posting a sales pitch, maybe move on. This post relates to Brett Danko's online review class.  Brett Danko does not self advertise.  Why?  Because students know that if they ...

  • Hi everybody: I have the Kaplan materials for sale: 7 study books as well as the Live-Review In-Class Guide (covers the March 2020 exam with the 2019 tax code information).  They are in mint condition with very minor highlighting (done in pencil, so ...

Career Center Job Postings

  • Portsmouth, New Hampshire, CFP® certification or certification in process; Excited about the financial planning industry and desires a long-term career path; High ethical standards/strict adherence to confidentiality; Emb
  • Arlington, Virginia, Requirements/Qualifications: Professional and knowledgeable demeanor. At least 2-3 years of prior related professional work experience, preferably within the financial services industry. Enthu
  • Dothan, Alabama, Experience and Education: A Bachelor's degree is required Prefer 3-5 years working in a Client Service Some knowledge of financial industry preferred Series 65 or on track to obtain a Serie
  • Bethesda, Maryland, As a member of our Financial Planning team, this position provides direct support and insight to our Director of Financial Planning by assisting with the preparation of our comprehensive financial pl
  • Atlanta, Georgia, Wealth Management Firm Seeks Financial Planning Associate – Atlanta, GA Comprehensive wealth management firm with offices in Atlanta, Boston, Charlotte, Florida, and Northern NJ seeks a Financial P