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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

  • Have you signed up for a review course to help you prepare for the November CFP ® exam yet? To help in your search for the right review course, CFP Board has compiled a list of exam review providers that may help in your exam preparation: ...

    3 people recommend this.
  • How did you earn financial planning experience required to become certified? I'm a little over 1.5 years on the apprenticeship track working under a CFP professional. Were you already in a financial planning job and if so, how did you find it? ...

  • Hi Ryan, Here are the official webinars from the CFP Board YouTube channel on the experience requirement "CFP Board Experience Requirement FAQ" "Explaining Indirect Support Experience" "Reporting Your Self-Employed, ...

    1 person recommends this.
  • Hi Igor, Welcome to the forums from a fellow career-changer who also used to do web design way back in the day! I later became an engineer in tech, then passed the exam in 2021, and landed my current role as an associate advisor. You can do it, too! ...

    1 person recommends this.
  • Hi Mayra, Welcome to the forums from a fellow career-changer! I think one of the advantages of coming from another career is all the transferable skills, which would be good to highlight in your career search. I was also not a fan of commission-only ...

    1 person recommends this.

Popular Posts

  • How did you earn financial planning experience required to become certified? I'm a little over 1.5 years on the apprenticeship track working under a CFP professional. Were you already in a financial planning job and if so, how did you find it? ...

  • Hi Ryan, Here are the official webinars from the CFP Board YouTube channel on the experience requirement "CFP Board Experience Requirement FAQ" "Explaining Indirect Support Experience" "Reporting Your Self-Employed, ...

    1 person recommends this.

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