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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

  • The July CFP® exam is July 11-18 and the standard registration deadline is fast approaching. The standard registration rate of $925 for the July exam is available through Tuesday, June 20. Register for the July CFP® Exam in your online account. When ...

  • I haven't had personal experience with it, but Dalton has an audio review. It is $175 and notes 20+ hours of content. I've been eyeing it myself so if you end up purchasing I'd love to hear your thoughts! Here is link: CFP® Exam Audio Review - Dalton ...

  • Andrew, I agree that your window is the perfect amount of time. I finished Kaplan's capstone Jan 3 and passed the March exam first try. I too was a career changer, although had been in corporate finance and student of personal finance for 30 years. ...

  • To pass the exam: none. Experience helps because things are easier to learn and remember if you deal with them on a regular basis. However, if you understand the material in the education portion and then can apply it while reviewing for the exam, then ...

  • I completed the Kaplan coursework. My quizzes are generally 80%+. I feel ready. Do I really need a separate review course? I am also a CPA and did well with my CPA exam. (Good test taker) Thanks for advice! ------------------------------ Mary Perdue ...

Popular Posts

  • I haven't had personal experience with it, but Dalton has an audio review. It is $175 and notes 20+ hours of content. I've been eyeing it myself so if you end up purchasing I'd love to hear your thoughts! Here is link: CFP® Exam Audio Review - Dalton ...

  • Andrew, I agree that your window is the perfect amount of time. I finished Kaplan's capstone Jan 3 and passed the March exam first try. I too was a career changer, although had been in corporate finance and student of personal finance for 30 years. ...

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