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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

  • Patrick, whichever education program you decide to take will include a set of books with their enrollment. Passing an approved education program is required in order to take the exam. I recommend you thoroughly review the CFP Board's website at CFP.net. ...

  • Hi Adrianna! Feel free to send me an email ccmitchell429@gmail.com i did the virtual Danko review for November and it was excellent. ------------------------------ Colleen Mitchell Financial Advisor Edward Jones Viera FL (217)415-2448 -------------- ...

  • Hi James, Everyone has a different approach depending on their background and their strengths. What worked for me was to take a pre test and to identify strengths and weaknesses. I spent less time on those areas where I had a strong ...

  • Hi Ross, I got my tutor through a friend who taught on the side but the going rate is 50$. I tried 3-4 different ones before I was confident with the one I chose. If you ask around they will be people who will do it but none that I am aware that do it ...

  • Posted in: Study Group Forum

    I have a complete set of the most recent Dalton Money Education Quicksheets for sale - $60.  Shipping is free! They have the correct numbers for the MARCH 2021 exam and were a great help to me when preparing (and passing!) the exam this November. For ...

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

  • Patrick, whichever education program you decide to take will include a set of books with their enrollment. Passing an approved education program is required in order to take the exam. I recommend you thoroughly review the CFP Board's website at CFP.net. ...

  • Hi all! I am beginning my studying for my CFP and wanted to see if anyone who has recently passed their CFP still has their books and are willing to sell them? I just wanted to check here first before buying new books online since they are pretty expensive. ...

Career Center Job Postings

  • Base salary commensurate with experience: Rockwood Wealth Management: This is a unique opportunity unlike most in the financial services industry... New Hope, Pennsylvania
  • Unlimited: AMS Practice Managements: Our registered investment advisor client is searching for Senior Wealth Advisor(s) to join their group. As an advisor you'll have outstanding income potential and the freedom to build equity in your practice and enjoy independence along with support Wilton, Connecticut
  • $60,000 per year + bonus, and benefits: Northwestern Mutual - Roach McIntyre & Associates: About us:  At Roach McIntyre & Associates, we provide high-end services to our clients, most of whom are business owners, executives, attorneys, an... Columbus, Ohio
  • $80k to $110k plus benefits: Cornerstone Financial Planning: Cornerstone Financial Planning seeks a full-time CERTIFIED FINANCIAL PLANNER Practitioner for our fee-only financial planning firm Portsmouth, NH
  • This is a one time project that pays $2,000.00: The Board of Pensions: The Board of Pensions of the Presbyterian Church is seeking a Bilingual Korean / English speaking CFP to create a basic cash management, debt manag... remote