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

  • The Richard B. Wagner Memorial Scholarship is now accepting applications with a  deadline of June 30, 2019 . The Richard B. Wagner Memorial Scholarship Fund was established jointly by the CFP Board Center for Financial Planning and The Financial ...

    1 person recommends this.
  • Profile Picture

    Hourly Rate? Fee-Only?

    Hi! Is anyone here interested in receiving leads for financial planning & coaching clients over virtual chat? That way, you don't have to stress about getting clients on your own, as long as you're available and want to work with clients who're willing ...

  • Profile Picture

    Study group

    Is there anyone in Houston who is currently taking the Bryant University online curriculum? Sent from AOL Mobile Mail Get the new AOL app: mail.mobile.aol.com

  • Posted in: Study Group Forum

    Definitely # 3. Reason being .... the Interest Rates being charged on Consumer Debt are a lot higher than most Dividend Yields or guaranteed Coupon Rates from Investments. The average Investor will be hard pressed to find a guaranteed return of 18% ...

  • Good to know! Appreciatively, A. P. BRANTLEY & CO. Autry Parker Brantley Mobile Phone: TAX: +1-313-279-8064 MvS: +1-512-270-0712 ...

Popular Posts

  • 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 ...

  • Hi candidates, In an increased effort to ensure the Candidate Forum is as beneficial and helpful for as many candidates as possible, we are going to be using this thread as a space for you to post any exam material that you'd like to sell to other ...

  • The Richard B. Wagner Memorial Scholarship is now accepting applications with a  deadline of June 30, 2019 . The Richard B. Wagner Memorial Scholarship Fund was established jointly by the CFP Board Center for Financial Planning and The Financial ...

    1 person recommends this.
  • Profile Picture

    Hourly Rate? Fee-Only?

    Hi! Is anyone here interested in receiving leads for financial planning & coaching clients over virtual chat? That way, you don't have to stress about getting clients on your own, as long as you're available and want to work with clients who're willing ...

Career Center Job Postings

  • Grapevine, Texas, The optimal candidate is fully-licensed and has experience working within the financial services industry and a bachelors degree. However, candidates who are prepared to pass the Series 7, Seri
  • Pittsburgh, Pennsylvania, Qualifications: Bachelors degree in business or accounting from an accredited four-year college program. Some working knowledge of investments across asset classes and the desire to learn more
  • Richmond , Virginia, Qualifications Some things you need to land this job BS/BA in accounting, finance, economics or business strongly preferred, but not required based on job experience Minimum of two years in
  • Arlington, Washington, Experience working in a client-facing role, preferably in a consultative sales role. The ability to thrive in an entrepreneurial environment with a high level of autonomy, independence, and in
  • Minnetonka, Minnesota, Required Qualifications: Key Traits of a Successful Associate Financial Advisor (AFA): Financial Licenses such as Series 7, 66, Life & Health required. Obtain additional financial lic