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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

  • Hello I am wondering if there are any seasoned planners or RIA's who can advise me on complementing my CFP® Designation as I want to concentrate on wealth/portfoilio management. My choices are between obtaining the WMCP Designation or obtaining a certificate ...

  • Hi Erica, I took the exam twice as well and used Dalton Guaranteed To Pass both times. I also sat through three live reviews in Boston - enormously helpful. The first time I hewed closely to Dalton's weekly study schedule and listened to every lecture ...

  • I'm planning to do so. There's a single additional course to add the designation for CFP holders. ------------------------------ Darrick McGill Regional Vice President Primerica, Inc. / PFS Investments Georgetown TX (512)331-7552 ------------------ ...

  • Hi everyone! I'm unfortunately taking the exam for the second time this November. I am doing Kaplan's live review course along with their study plan. I'd like to purchase an extra question bank from a different company so that I have zero chance of memorizing ...

  • Hello,  I am looking to change my study approach for the March 2020 exam cycle. I feel like a tutor would be my best study method along with the Dalton review course. If anyone knows of a tutor in the D.C. area please email me at Cole@yebu.com. It would ...

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! ...

  • 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 ...

  • Hello I am wondering if there are any seasoned planners or RIA's who can advise me on complementing my CFP® Designation as I want to concentrate on wealth/portfoilio management. My choices are between obtaining the WMCP Designation or obtaining a certificate ...

  • Hi Erica, I took the exam twice as well and used Dalton Guaranteed To Pass both times. I also sat through three live reviews in Boston - enormously helpful. The first time I hewed closely to Dalton's weekly study schedule and listened to every lecture ...

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