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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 thing that jumps out to me about your original post is that you finished 85 questions in 90 minutes.  I think you are likely going way too fast. I passed on my first try (on 11/12), and I used Brett Danko's live review.  I didn't do anywhere near ...

  • I posted a review minutes ago on the Wiley material. I passed Monday. With intense focus and commitment you can get through it. Everyone learns differently though and come from different backgrounds. If you need help with explanations and have trouble ...

  • Took the exam Monday, Nov 11th, and passed on the first attempt using the Wiley self study material! Read through and studied pretty intensely over the last two weeks, 60-70 hrs this past week and probably 30 hrs the week before. I ordered the material ...

  • Hello,  I am selling Dalton Review Materials.  I successfully passed on my first try with these materials.  The materials have highlights and notes from the Live Class. I can ship the materials to you.  Pre-Study Books Fundamentals​ and Insurance ...

  • I felt the say way with dalton, I switched to Kaplan and listened to their on demand classes. The instructors hints are good and helped me with some aha moments, I plan to sit in March ------------------------------ Laura Slovacek Assistant Vice President, ...

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! ...

  • 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 ...

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    RE: email post exam

    You're in Maryland?  Take a drive/metro to the CFP offices in Washington DC and talk to someone there.....maybe there was a system crash when the prometric ​computer was uploading scores to the CFP computer ? ? ? ------------------------------ Nicole ...

  • The thing that jumps out to me about your original post is that you finished 85 questions in 90 minutes.  I think you are likely going way too fast. I passed on my first try (on 11/12), and I used Brett Danko's live review.  I didn't do anywhere near ...

  • Hi Sara.  I'm sorry you didn't pass. I didn't either and it was not fun to feel.  However yes you do know the info. And I personally think you should try again in March   I have a strategy and if you want to email me please do and we can share some ideas ...

Career Center Job Postings

  • Atlanta, Georgia, Your experience that matters: Strong code of professional ethics and integrity 3-5 years work experience Series 65 or obtain CFP ®  designation Confident & friendly, with strong written, v
  • Fairhope, Alabama, Qualifications: CERTIFIED FINANCIAL PLANNER® designation or CPA/PFS Bachelor’s degree required in financial planning, business administration, finance, accounting or related field. Other deg
  • El Segundo, California, 1. Working knowledge of the financial planning industry 2. Proficiency in MS Office 3. Attention to detail and strong math skills 4. Strong ethics, with a customer-oriented attitude 5. Outstanding co
  • Johnstown, Colorado, Minimum Requirements 3+ years of experience as a Financial Advisor with confirmed record of client retention and growth CFA or CFP certification Proficiency with sophisticated reporting softwa
  • Holden, Massachusetts, The ideal candidate will have, at minimum, an undergraduate degree in finance, accounting or related field.  The following licenses/designations are required: * FINRA Series 6/7 and 65/66 * Massac