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

  • I just took the March 2019 exam primarily utilizing Brett Danko while supplementing his materials with the Wiley test bank. I'd give the Wiley test bank 3.5/5 stars. I found that they didn't update their questions and answers to reflect 2018 numbers (i.e. ...

  • Profile Picture

    RE: After Exam Advice

    Ona, believe me I know it's tough. Just stay strong and do not google. I was a college hockey goalie, if I gave up a goal in a game I couldn't go back and change it. I had to move on and play the game. Same thing with the CFP exam, you can't call in and ...

  • I took the Kaplan course and Kaplan review.  I just took the exam this past Friday.  The Kaplan questions were MUCH more difficult than the exam questions.  I think it's intentional to be sure that you really know the material.  I can't speak to the Dalton ...

  • For those of you who took the exam in November and passed, when you were sitting in front of the CFP exam, did you take the time to write down all the formulas we have to memorize before answering the first question? Connie Garcia, CRPC(r) ...

  • Thank you for your input, Kyle! ------------------------------ Michelle Erickson Financial Advisor Associate Journey Tree Financial Eugene OR (541)485-3154 (102) ------------------------------

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 ...

  • I just took the March 2019 exam primarily utilizing Brett Danko while supplementing his materials with the Wiley test bank. I'd give the Wiley test bank 3.5/5 stars. I found that they didn't update their questions and answers to reflect 2018 numbers (i.e. ...

  • Profile Picture

    RE: After Exam Advice

    Ona, believe me I know it's tough. Just stay strong and do not google. I was a college hockey goalie, if I gave up a goal in a game I couldn't go back and change it. I had to move on and play the game. Same thing with the CFP exam, you can't call in and ...

Career Center Job Postings

  • Olympia, Washington, Byrne & Co. Wealth Management (BCWM), a Registered Investment Advisor (RIA) Firm in Olympia, WA seeks a qualified CFP(r) Professional. The ideal candidate will be an established advisor with at
  • Portland, Maine, CFP(r) certification with at least 5 years of experience working as a CFP(r) practitioner; Excited about the financial planning industry and desirous of a long-term career path; High ethical stand
  • McLean, Virginia, LOCATION: 2010 Corporate Ridge Rd, Suite 530, McLean, VA 22102 ABOUT US: At West Financial Services, we have spent over 30 years building a firm dedicated to taking a conservative and eth
  • Philadelphia, Pennsylvania, Minimum requirements for the Assistant Financial Advisor position include a degree from a CFP(r) Board registered university, outstanding academic performance and references and relevant internships
  • Atlanta, Georgia, Competencies Required Sense of urgency Demonstrates leadership characteristics Ability to prioritize tasks Ability to manage team workloads and delegate tasks as needed Ability to help impleme