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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.

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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

  • Josh, I had to take the exam twice to pass. One big piece of advice I pass along, in addition to your excellent points, is to not jump back into the exam quickly. Skip an exam cycle or two or more. I had a 16 month break in btwn my attempts. That worked ...

  • It was a little easier than I was expecting. I am doing Kaplan, and exams for each book have lots of more complex and detailed questions. Many of the board practice exams were more general. The scenario question was quite detailed. Of course, there ...

  • Live review is a nightmare scenario for me (ADHD). I'm currently about to start week 7/10 of the BIF review. Check out their website, listen to some BIF Bites podcasts to see if their vibe works for you. The instructors are awesome and very involved. ...

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    Practice exam results?

    Does anyone have a feel what CFP board practice exam results we should be getting that would equate to a passing score on the real CFP exam? When I tested for the series 7 and 66, I was told that getting practice test scores around 80% was a good target ...

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    RE: Fee Based Advising

    Daniel, I appreciate your ethical viewpoint as well and as someone who mentors and supports other CFP(R) candidates, I fully agree that you want to find a place that suits your ethical pursuits. Several of us have some clients that like commission options ...

Popular Posts

  • Josh, I had to take the exam twice to pass. One big piece of advice I pass along, in addition to your excellent points, is to not jump back into the exam quickly. Skip an exam cycle or two or more. I had a 16 month break in btwn my attempts. That worked ...

  • It was a little easier than I was expecting. I am doing Kaplan, and exams for each book have lots of more complex and detailed questions. Many of the board practice exams were more general. The scenario question was quite detailed. Of course, there ...

Career Center Job Postings

  • Based on experience: Brown Financial Advisory: Overview: Lead Financial Planners provide technical financial planning work to a specific segment of clients and leadership to the client services ... Fairhope, Alabama
  • Up to $100,000 base salary + comprehensive benefits package: Baird: Baird's Branch Administrative Managers are primarily responsible for leadership of branch support staff. Nashville, Tennessee
  • generous guaranteed base salary + bonus for first three years: Confidential: One of the nation’s leading wealth management firms is looking to selectively add to its team of wealth advisors in New York.  As a Private Wealth ... New York, New York
  • $70,000-90,000/year in total compensation + benefits : Curo Private Wealth: Curo Private Wealth, a subsidiary of Bluespring Wealth Partners, is seeking a Licensed Paraplanner to join our team! Reston, Virginia & Rockville, Maryland
  • Up to $100,000 base salary + comprehensive benefits package: Baird: Baird's Branch Administrative Managers are primarily responsible for leadership of branch support staff. Louisville, Kentucky