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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

  • I am not trying to go around the education requirements.  However, I have over 10 years of experience in financial planning, banking and analytics.   I received my MBA in 2009 and I am constantly completing CE to stay abreast in my field. ------------------------------ ...

  • Posted in: Study Group Forum

    Hi, I'm a little confused when it comes to appraisal fees and PPE.  I know that "all costs reasonable and necessary to put the asset into use should be included in the asset's historical cost." However, I'm not sure if appraisal fees should be included. ...

  • I found the coursework through the College for Financial Planning to be excellent and was very mobile friendly! ------------------------------ Kyle Luetters Registered Client Service Associate Stifel Financial Corp. Saint Charles MO (314)292-6231 (3142926231) ...

  • Posted in: Study Group Forum

    Correct! The answer is B. ------------------------------ Annie Moncure Community Manager CFP Board candidateforum@cfpboard.org ------------------------------

  • Hello Everyone, Mark your calendars, we are hosting our first Ask the Expert of the year on March 5th  from 2 – 3:30pm EST! We will have three CFP® professionals ready to answer your questions about careers in the financial planning industry. Our ...

Popular Posts

  • 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 ...

  • Given the breadth of the federal tax law changes adopted in January 2018, which impact the application of financial planning knowledge across a large number of client situations, the 2018 tax law changes will not be tested on the CFP ® exam before November ...

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  • I am not trying to go around the education requirements.  However, I have over 10 years of experience in financial planning, banking and analytics.   I received my MBA in 2009 and I am constantly completing CE to stay abreast in my field. ------------------------------ ...

  • Depending on the date of your education you might get a waiver on some of it but I would be cautious. The CFP exam is a bear and I don't think it is possible to overly prepare for it. So, take the required formal education program. It can't hurt you.  ...

Career Center Job Postings

  • Oak Brook, Illinois, Series 7 & 24 Licensed Potentially seeking an experienced planner to meet with prospective and current clients to do financial plans.
  • Potomac, Maryland, Lighthouse Financial Planning, LLC, a solo, fee-only financial planning/investment management firm located in Potomac, MD is looking for a full time 4 to 6 month practice managem
  • Newark, Delaware, Support Advisor Position Mallard Financial Partners is a fee-only financial planning and investment management firm located in Newark, DE. We have been serving the local community for over 20
  • New York, New York, The Specialist position requires the following qualifications: Desire and ability to work successfully in a small company environment Team player, collaborative, able to work with others Strong writt
  • New York, New York, The Associate position requires the following qualifications: Desire and ability to work successfully in a small company environment Team player, collaborative, able to work with others Strong writte