Home

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 am interested in pursuing CFP in future and first trying to get familiar with the materials. Do you have books or  study materials that you find useful in understanding the underlying concepts of key topics like estate planning, investment, retirement, ...

  • Congratulations to all who passed! Hard work does pay. Blessings! Renee

  • Hi Xuan, I, too, went through the Wiley Program in March and did not pass the first time around. For me, I felt I needed a different perspective and something that offered more in depth information as the test requires an advanced level of knowledge. ...

  • Posted in: Study Group Forum

    Hello,  I completed the Boston Institute of Finance CFP program in May and am now starting to prepare to take the exam in November.  Does anyone have some helpful suggestions on creating an efficient study plan?  I am signed up for the Danko review in ...

  • Aaron,  I just recently sat and passed the CFP in July. I have always been more interested in tax and wanted to specialize in tax planning but I do not have an accounting degree (Econ major) so getting the CPA is too much effort at this point because ...

Popular Posts

  • I am interested in pursuing CFP in future and first trying to get familiar with the materials. Do you have books or  study materials that you find useful in understanding the underlying concepts of key topics like estate planning, investment, retirement, ...

  • Congratulations to all who passed! Hard work does pay. Blessings! Renee

Career Center Job Postings

  • Salary commensurate with experience: Capstone Financial Advisors, Inc.: If you’re a looking to make a difference in people’s lives, working as a Financial Planning Analyst at Capstone.. Downers Grove, Illinois
  • CO Salary Range 112,100-200,300: Charles Schwab: This position will be responsible for leading a team of experts who deliver comprehensive financial planning solutions to our clients at Schwab. Denver, Colorado
  • 69,000-120,600: Charles Schwab: The Financial Planning Group works with branch partners and Schwab Private Client Investment Advisors to provide comprehensive financial planning... Chicago, Illinois
  • Up to $50,000 per year + benefits + equity opportunity: Warburton Capital Management: The Client Service Specialist will be responsible for maintaining and developing systems that enhance workflow and client relations. Tulsa, Oklahoma
  • Salary commensurate with experience: Park Place Financial Advisors: Park Place Financial Advisors is a full-service investment management and financial planning firm operating as the.. Brattleboro, Vermont