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

  • My review course was finished, I had participated in a "virtual live review" and could go back and re-watch the recordings. My process was to get up around 5:30 every morning and spend an hour and a half re-watching the recordings, going through every ...

  • Posted in: Study Group Forum

    Hi Nolan, Kaplan also has one available for $70. I've linked to the one for November below. CFP Exam Prep Review Supplemental Tools for November CFP Exam | Kaplan Financial Education ------------------------------ Aaron A. Anderson, CFP®, CFA, EA ...

  • Posted in: Study Group Forum

    Hi Jennifer, Although I can't disagree with your logic, be careful answering that way for the exam. The Board assumes you've become at least a semi-expert on the covered topics. So they would expect you to at least put that knowledge to use in a basic ...

  • Profile Picture

    Passed Exam

    Good morning guys. I passed the July exam and I have no experience. I need 4,000 to 6,000 hours of experience is my understanding. Can anyone share their experience with me on how they were able to gain experience. ------------------------------ Del ...

  • Hi Joy, I did not score well on my Dalton practice exam even though I felt like I was ready.  I decided worst case scenario I failed but I was going to get a feel what the test was really like and I knew I had put in the time and effort, so I went forward ...

Popular Posts

  • My review course was finished, I had participated in a "virtual live review" and could go back and re-watch the recordings. My process was to get up around 5:30 every morning and spend an hour and a half re-watching the recordings, going through every ...

  • Posted in: Study Group Forum

    Hi Nolan, Kaplan also has one available for $70. I've linked to the one for November below. CFP Exam Prep Review Supplemental Tools for November CFP Exam | Kaplan Financial Education ------------------------------ Aaron A. Anderson, CFP®, CFA, EA ...

Career Center Job Postings

  • 55k - 85k: Private Multi-Family Office:   Position Summary:   The goal of the Client Services Lead position is to coach, facilitate, manage, execute and advise on a breadth of financial a... Denver, Colorado
  • DOE (65k-85k): Private Multi-Family Office: Join a team of experienced financial professionals solving complex financial puzzles and delivering financial planning and investment solutions. Denver, Colorado
  • $25-$35 per hour: Morrow: Virtual, part-time Lead Financial Planner (“Retirement Navigator”) to play an important role in the rollout of Morrow’s flagship product. Remote - office location in San Francisco, CA
  • Commensurate with experience: Merriman Wealth Management: Merriman is searching for an exceptional person to join our team as an Associate Advisor. The person filling this position will work as an integral... Bellevue, Washington State
  • Competitive compensation package commensurate with experience: Hamilton Capital, LLC: FA who understands financial and investment solutions to assists clients through the process while fostering life-long relationships. Columbus, Ohio