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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.

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

  • Hi Jim, Thanks for your response. Building a solo practice will take some time no doubt. I work in software development and spent time in accounting earlier in life and never lost my interest in helping others with their finances which encourage me ...

  • The mock exam was easier for sure, but your scores are great. I scored 60% on tax and estate and passed the exam. It's a good practice but don't ignore topics just because you got 90%. It's really luck of the draw, because if I got a different set of ...

  • Posted in: Study Group Forum

    B) Safe harbor 401(k) plan Pension plans OUT since owner would like some flexibility. Owner needs to save 25k per year and SIMPLE will not be able to save 25k even with the 15,500 + 3% match. ------------------------------ Sanjay Kekkar Consultant ...

  • Posted in: Study Group Forum

    Make sure to bring: - A valid, unexpired government-issued photo ID. - One or more battery-powered, non-programmable, dedicated financial function calculator(s). Read through the approved calculator list here . Read more about what ...

  • Posted in: Study Group Forum

    Thanks for letting us know. There was a brief outage on Sunday, but it is resolved now, and you should be able to access your practice exam. ------------------------------ Rebekah Horsting Community Manager CFP Board candidateforum@cfpboard.org -- ...

Popular Posts

  • Hi Jim, Thanks for your response. Building a solo practice will take some time no doubt. I work in software development and spent time in accounting earlier in life and never lost my interest in helping others with their finances which encourage me ...

  • The mock exam was easier for sure, but your scores are great. I scored 60% on tax and estate and passed the exam. It's a good practice but don't ignore topics just because you got 90%. It's really luck of the draw, because if I got a different set of ...

Career Center Job Postings

  • 10.00 - 12.00 / Hour: Lineage Wealth Management, Inc. : Please see our Flyer for additional information: Lineage Wealth Intership -https://publuu.com/flip-book/188800/680746/page/1 Norfolk, Virginia
  • $92,000/yr. - $110,000/yr.: TIAA : Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with ... Pasadena, California
  • $106,100/yr. - $156,000/yr.: TIAA : Learning & Development Manager The Learning and Development Manager plays a vital role in supporting associates through collaboration and mentoring... Charlotte, North Carolina; Washington, District of Columbia
  • $92,000/yr. - $110,000/yr.: TIAA : Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with ... San Francisco, California; Walnut Creek, California
  • $92,000/yr. - $110,000/yr.: TIAA : Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with ... Little Rock, Arkansas