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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

  • Thank you! ------------------------------ Laura Hoffman Chase Private Client Banker JP Morgan Chase Bank 631.736.7760 ------------------------------

  • Hello Edward, I passed the exam in November after utilizing Dalton's questions bank & their audio material. The audio material( pop cast) was about $145 I believe, and it was extremely helpful at clarifying concepts that I couldn't grasp just by merely ...

  • Kaplan Audio Review/podcast for SALE. March exam takers and future candidates, this is great study tool for added reinforcement and to keep momentum strong going into exam. It's 10 hours worth of MP3s..great for car, laying down, chores around house, ...

  • Posted in: Study Group Forum

    You can buy a set of used exam review books now via members of this forum. There will not be significant changes to the material in the coming months. I will say though that I am not a fan of the education waiver process. There is a lot of information ...

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    RE: CFP Study Group

    Posted in: Study Group Forum

    Hi,Rebecca - I'm scheduled to take the exam in March and would be grateful if you have room for one more in the study group.   I live in California and will be available anytime on Wednesdays.   My email address is joytoomer@gmail.com. Hope to hear ...

COVID-19 Updates

For updates and questions regarding COVID-19, please refer to this page on the CFP Board website which will be updated on an ongoing basis: COVID-19 Updates from CFP Board

Popular Posts

  • Thank you! ------------------------------ Laura Hoffman Chase Private Client Banker JP Morgan Chase Bank 631.736.7760 ------------------------------

  • Thanks! A classic one for options is I'm going to CALL him/her UP He / she will PUT me Down this works to remember what you expect if you hold the LONG position. The short position is the opposite ------------------------------ Melisa Beauchesne-Ellis ...

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