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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

  • Posted in: Study Group Forum

    Dear Study Group Community, This is a reminder when you share your experiences and ask your questions about CFP® certification, please keep in mind the Code of Conduct for the community. The Candidate Forum is a great place to ask for the advice ...

    1 person recommends this.
  • Dear Candidate Forum Community, This is a reminder when you share your experiences and ask your questions about CFP® certification, please keep in mind the Code of Conduct for the community. The Candidate Forum is a great place to ask for the ...

  • Otto, you are spot on with this post. I would encourage all who have yet to pass this exam to read it carefully. Thanks you for this very solid guidance. Regards, Rob Rea, CFP®, MBA

  • Posted in: Study Group Forum

    B. is the correct answer. Rationale: A computer system may qualify for Section 179 to the extent of qualified trade or business income of $5,000. There is carryover of the unused $20,000 Section 179 deduction to subsequent years. ------------------------------ ...

  • Posted in: Study Group Forum

    Looking for some study tips? Want to be sure you're doing everything you can to get ready for your exam? CFP Board has a video that highlights the study habits of those who have been successful on the CFP® exam. You can watch this "5 Tips to Prepare for ...

Popular Posts

  • Otto, you are spot on with this post. I would encourage all who have yet to pass this exam to read it carefully. Thanks you for this very solid guidance. Regards, Rob Rea, CFP®, MBA

  • I just wanted to say I second all of Otto's suggestions. Though it is a terrible feeling to know that the test did not go as well as you had hoped knowing the time you invested the first time around. You have provided yourself a solid foundation for success ...

Career Center Job Postings

  • $50,000 - $200,000 a year - Full-time: Robinswood Financial: If you’ve been looking to build a ‘real financial/life planning’ relationship with your clients, you’ll like how we do it at Robinswood Financial. Kirkland, Washington State
  • $110k - $300k dependent upon experience: Campbell Wealth Management: Wealth manager for HNW clients, Alexandria, VA Alexandria, Virginia
  • Combination of weekly stipends, commission, and bonuses.: Northwestern Mutual: Test drive a career in financial planning & grow professionally by building your own business and working with real clients & established advisors! Offices in Colorado Springs, Grand Junction, Pueblo, and Castle Rock, Colorado.
  • Based on Experience: CFP Board: CFP Board employees are dedicated to promoting our mission to benefit the public by granting and upholding CFP® certification Washington D.C.
  • Based on Experience: CFP Board: CFP Board employees are dedicated to promoting our mission to benefit the public by granting and upholding CFP® certification. Washington D.C.