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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

  • Profile Picture

    Audio Resources

    Posted in: Study Group Forum

    Besides the Bif Bites, are there any good audio resources available?  Sometimes I need a break from reading.  Also, any reliable You-Tube videos out there?  I'm nervous about relying on something that might be dated or incorrect. Thanks in advance! ...

  • Thanks so much for this information.  I am planning taking the exam in July 2020 and have been trying to decide which program to go with.  This helps me narrow it down. Gratefully, Betsy Hutchins ------------------------------ Betsy Hutchins Student ...

  • Profile Picture

    RE: Career Change

    Rob, Thanks for sharing.  It's nice to know there are others out there like me.  I've always felt it was too late, but after hearing others stories, I realize it's better to start sooner rather than later. Regards, Steven Zai ------------------------------ ...

  • Stephanie, when I was in the Danko Exam Prep we were granted access to the CFPquestions.com bank. It was a good resource. I remember it having a cool sorting feature that I liked. ------------------------------ David Sullivan Wealth Planning Associate ...

  • I was annoyed by the typos in his material and the times when the names didn't match up.  I'm a stickler for typos so it grated to see.  Then I passed the exam on my first attempt after following his plan to the t, and now I could care less about the ...

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! ...

  • Profile Picture

    Audio Resources

    Posted in: Study Group Forum

    Besides the Bif Bites, are there any good audio resources available?  Sometimes I need a break from reading.  Also, any reliable You-Tube videos out there?  I'm nervous about relying on something that might be dated or incorrect. Thanks in advance! ...

  • Thanks so much for this information.  I am planning taking the exam in July 2020 and have been trying to decide which program to go with.  This helps me narrow it down. Gratefully, Betsy Hutchins ------------------------------ Betsy Hutchins Student ...

  • Wow, Wei! This is a wealth of information on Test Banks. I am on track for the July 2020 exam and will use your analysis as I progress toward test date. Thank you all the best! ------------------------------ Susan Chevalier Director, Client Advisor BlackRock ...

  • Profile Picture

    RE: Career Change

    Rob, Thanks for sharing.  It's nice to know there are others out there like me.  I've always felt it was too late, but after hearing others stories, I realize it's better to start sooner rather than later. Regards, Steven Zai ------------------------------ ...

Career Center Job Postings

  • Chatham, New Jersey, Hamel Associates, Inc. is an established fee based financial advisory firm located in Chatham, New Jersey.  We have been in business for over 25 years and have a well-established and loyal client bas
  • West Palm Beach, Florida, Experience Needed: Minimum 5 yrs. client facing experience managing high net worth individuals and family relationships. A balance of sales/marketing skills to market to the referral relationshi
  • Portland, Oregon, Bachelor's degree in any field CFP designation Series 7 Strong work ethic Excellent interpersonal skill We are a fast-growing, locally owned, boutique investment firm looking to add team m
  • Boston, Massachusetts, The Financial Planning Specialist uses digital tools to deliver financial planning services and enable our customers to make better financial decisions. The Financial Planning Specialist interfaces
  • Clifton, New Jersey, Qualifications Education and/or Work Experience Bachelor’s degree (preferably finance/financial planning concentration) 2+ years of equivalent work experience in the financial services industr