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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

  • Hi Marian, It's challenging to find 100% remote positions with RIAs because many advisors would still prefer to have in-house staff, but it is not impossible. I've worked as an outsourced virtual paraplanner on a part-time basis since making my career ...

  • Posted in: Study Group Forum

    Hello All: I am planning on taking the exam in July 2023, and looking for a study group here in the Denver, CO area. If not a group, maybe another one or two folks to bounce things off of and build each other's confidence up. I am using the Dalton ...

  • Hi guys, The company I work for is hiring a associated financial advisor. You don't need to be certified at this moment. So can be perfect for those candidates. Please email me at wdong@empirical.net Empirical is seeking a talented Bilingual Financial ...

  • Hi, Paul. I completed the Boston University program the first week of January 2023 and passed the exam on March 13th. Please feel free to reach out if you ever have any questions as you make your way through the program! ------------------------------ ...

  • Highly recommend Brett Danko and team. Went through fast track program and passed on 1st attempt. Their education and information was spot on to the exam I took. Felt very prepared academically and mentally. The entire team (Brett, Thomas, Michel, Dave ...

Popular Posts

  • Hi Marian, It's challenging to find 100% remote positions with RIAs because many advisors would still prefer to have in-house staff, but it is not impossible. I've worked as an outsourced virtual paraplanner on a part-time basis since making my career ...

  • Posted in: Study Group Forum

    Hello All: I am planning on taking the exam in July 2023, and looking for a study group here in the Denver, CO area. If not a group, maybe another one or two folks to bounce things off of and build each other's confidence up. I am using the Dalton ...

Career Center Job Postings

  • $60,000 base plus annual bonus and benefits: Mission Wealth: As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, ... Greensboro, North Carolina
  • $60,000 base plus annual bonus and benefits: Mission Wealth: As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, ... Greensboro, North Carolina
  • $60,000 to $250,000: Pierson Wealth Management: Financial planner to provide interaction with clients and portfolio design to established wealth manager and existing book of clients. Santa Clarita, California
  • 75,000-85,000: University of Utah: The faculty member will have an 80% teaching and 20% service nine-month, full-time appointment in the FCS. Salt Lake County, Utah
  • The salary range for this position is $70,000 to $100,000 - commensurate with experience: Ballentine Partners, LLC: This role will be responsible for technical tasks as well as have the opportunity to learn the soft skills necessary for a long term career Any Ballentine Location