• You're one step from joining CFP Forum – Certified Financial Planners, Wealth Strategies & Careers.
    Create a free account to post, follow threads, and never miss an update.  Sign up free →

CFP Forum – Certified Financial Planners, Wealth Strategies & Careers

New posts Post thread…

General Discussion

CFP Forum Announcements & Support

Official forum news, rules, updates, and technical support for CFP professionals.
Threads
0
Messages
0
Threads
0
Messages
0
None

Introductions

Introduce yourself, share your financial planning journey, and connect with fellow CFPs.
Threads
21
Messages
21
Threads
21
Messages
21
W
Returning to financial planning

General CFP Chat

Discuss financial planning trends, best practices, and industry developments.
Threads
16
Messages
63
Threads
16
Messages
63
R
CFP for companies

Registry

List and showcase CFP certifications, firm affiliations, and career achievements.
Threads
0
Messages
0
Threads
0
Messages
0
None

General Chit-Chat

A space for casual conversation, away from finance topics.
Threads
2
Messages
2
Threads
2
Messages
2
A
Favorite Cooking Recipes

CFP Certification & Exam Prep

CFP Exam Preparation

Discuss study strategies, recommended materials, and exam tips.
Threads
0
Messages
0
Threads
0
Messages
0
None

CFP Coursework & Education

Talk about degree programs, online courses, and certification pathways.
Threads
0
Messages
0
Threads
0
Messages
0
None

Continuing Education (CE) & Ethics

Share insights on CE requirements, ethics courses, and compliance updates.
Threads
1
Messages
4
Threads
1
Messages
4
NicoleP_77
Doing CE just to punch a clock

State & Regulatory Requirements

Discuss state-specific licensing rules, SEC/FINRA regulations, and compliance.
Threads
1
Messages
2
Threads
1
Messages
2
F
State vs. Federal oversight of CFPs

Financial Planning Strategies

Investment Management

Talk about portfolio diversification, asset allocation, and risk management.
Threads
0
Messages
0
Threads
0
Messages
0
None

Retirement Planning

Discuss retirement savings strategies, tax-advantaged accounts, and pension plans.
Threads
1
Messages
3
Threads
1
Messages
3
E
CFP running for congress proposes universal national retirement plan

Estate & Legacy Planning

Explore wills, trusts, charitable giving, and generational wealth strategies.
Threads
0
Messages
0
Threads
0
Messages
0
None

Insurance & Risk Management

Share insights on life, disability, and long-term care insurance.
Threads
1
Messages
2
Threads
1
Messages
2
S
ERISA Fiduciary Insurance... Protecting against liability

Tax Planning

Discuss tax-efficient investing, deductions, and strategies for minimizing tax liability.
Threads
0
Messages
0
Threads
0
Messages
0
None

CFP Careers & Business Growth

Starting a Financial Planning Practice

Talk about business structures, fee models, and client acquisition.
Threads
0
Messages
0
Threads
0
Messages
0
None

Marketing & Client Acquisition

Share digital marketing strategies, networking tips, and referrals.
Threads
1
Messages
5
Threads
1
Messages
5
James Asher Inc.
How do you handle office questions?

Technology & Financial Tools

Discuss CRM software, financial modeling tools, and robo-advisors.
Threads
0
Messages
0
Threads
0
Messages
0
None

Career Growth & Firm Advancement

Talk about job opportunities, firm structures, and salary expectations.
Threads
1
Messages
3
Threads
1
Messages
3
L
Best carriers to be associated with?

Regulatory Compliance & Ethics

Discuss SEC, FINRA, and fiduciary duty best practices.
Threads
0
Messages
0
Threads
0
Messages
0
None

Marketplace

CFP Job Board - Hiring & Career Opportunities

Post and find CFP job listings, firm partnerships, and career openings.
Threads
0
Messages
0
Threads
0
Messages
0
None

CFP Classifieds - Buy, Sell & Trade

Buy, sell, or trade financial planning books, courses, and business tools.
Threads
0
Messages
0
Threads
0
Messages
0
None

Sold/Expired Listings

Threads
0
Messages
0
Threads
0
Messages
0
None

Forum statistics

Threads
46
Messages
106
Members
33
Latest member
HEERSHETH

Latest posts

Back
Top