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Hiring
We are looking to hire a CFP or Certified Parapanner in Lexington, MA. If you are interested please contact me kristine.porcaro@lexingtonwealth.com
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VIDEO SERIES🎥: How To Create a Post In The Community✍️
Want to start sharing in the community but not sure how? Check out this quick "how to" video that will walk you through creating and sharing your own post, adding tags, and tagging other community members and faculty. Let us know if you have any questions in the comments below! We'll see you out there!💫
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CFP Exam Anxiety Tips: Managing Test Stress Like a Pro!
The March 2025 CFP Exam is fast approaching, and it’s totally normal to feel a bit anxious as the big day gets closer. But don't worry—we’ve got you covered with some tips to help you manage exam anxiety and keep your cool during your preparation! Here are a few anxiety-busting ideas to keep you on track: Practice Deep…
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📚 Fast Facts About the CFP® Exam 📚
Looking to get a deeper understanding of the CFP® exam? Here are some fast facts to help you prepare for your journey: Exam Structure: The CFP® exam includes 170 multiple-choice questions across two 3-hour sessions, covering various financial planning topics. Pass Rates: The overall pass rate for the March 2023 exam was…
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📅 Get Ready for the CFP® Exam: Registration and Key Dates
Are you ready to take the next step toward becoming a Certified Financial Planner (CFP®)? Here's everything you need to know about the upcoming CFP® exam and important deadlines: 📅 CFP® Exam Dates The CFP® exam is offered three times a year—March, July, and November. Each exam covers key financial planning areas such as…
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🚀 CFP® March 2025 Exam Prep Tools 🚀
Are you ready to take your preparation for the CFP® March 2025 Exam to the next level? We’ve got you covered with a variety of supplemental tools designed to give you that extra edge. These resources are tailored to help you gain a deeper understanding of essential concepts, ensuring you’re fully prepared when exam day…
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What is the deadline for completion of my CFP Education program?
💡 Did You Know? 💡 If you’re enrolled in the CFP® program under the current catalog, you have 3 years to complete your coursework. For students who enrolled in previous years, the deadline is 2 years. Not sure which timeline applies to you? Reach out to Student Services at 📞 1-800-237-9990 (option 2) or 📧 cffpssc@cffp.edu…
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🎙 Podcast Spotlight: Bridging the Diversity Gap in Financial Planning through Designations
PODCAST SPOTLIGHT🔦 Discover how financial designations can serve as an effective stepping stone for diverse candidates aiming to achieve Certified Financial Planner™ (CFP®) certification! A recent study highlights that shorter, affordable designation courses—such as Foundations in Financial Planning (FFPN)—not only provide…
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New October Industry Insights!
Check out our October episode of Industry Insights with David Manioni, Dean of the College for Financial Planning! Let us know your thoughts on this month's topic in the comments below.
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Case Study - VOTE NOW!
Check out today's case study and vote for the correct answer below. Urwa, a CFP® professional who provides asset management services to several Clients. Urwa manages assets in accordance with a standard investment management agreement that she tailors to meet each Client’s investment needs. The agreement gives Urwa…
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New Begginings: Celebrate Your Latest Additions with Us!
Embracing new beginnings can bring a lot of joy and excitement into our lives. Whether you've recently welcomed a new baby, adopted a pet, or even added a new plant to your home, these fresh starts are moments worth celebrating! We want to share in your happiness and hear all about your recent additions. Here’s how you can…
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Community Improvement Survey🎉
We built this community with YOU in mind. In the comments below, let us know what topics you would like our experts to address in the community.
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FAQ: How to Purchase Extensions?
Do you need an extension for your Essential or Essential Plus CFP courses? Extensions are available for these courses and for students enrolled in our Designation courses! You can choose from: A one-time 60-day extension for $100 A 30-day extension for $50, with the option to purchase a second 30-day extension for an…
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Setting Goals: Share Your Academic and Professional Aspirations!
As we dive into the new semester, it's the perfect time to set clear goals and map out your path to success. Whether you're aiming to excel in your coursework, advance in your career, or develop new skills, your goals are the roadmap to your achievements. We want to hear from you: What are your academic and professional…
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Which Academic Goal Are You Focusing on This Semester?
Participate in Our Poll! If your main goal isn't listed here or you want to add some more goals, write them in the comments below.
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What's going on out there? #34
Let's talk about what's going out there this week! Watch our video and let us know your thoughts in the comments below.
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What's Going On Out There? #33
Check out the video and let us know your thoughts on what's going on out there in the comments below! :)
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What's Going On Out There? #32 - Insurance Companies Using Drones?👀
Why are some insurance companies using drones? Learn why and what for on today's episode of What's Going On Out There?". Let us know your thoughts in the comments.
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🚨New Giveaway Alert!‼️🚨 📸 Financial Planners Spring Profile Picture Giveaway🎁
✨Spring Giveaway✨🎁 We're giving away One Complimentary enrollment in one (1) CFP® education program course or professional designation course (up to $1,350 value, depending on the course chosen)!🎉 To enter all you have to do is add a profile picture to your account during the promotion period of Friday, April 5, 2024, at…
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🚨New Video🚨 📹 What's Going On Out There? #30 - Morgage Rates🏠
Check out our latest episode of "What's going on out there?" and let us know your thoughts in the comments!
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🚨New Video🚨 📹 What's Going On Out There? #29
Check out the latest episode of What's Going On Out There? and let us know your thoughts in the comments bellow. :)
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Soft Skills for New Financial Advisors
In CFP studies, we primarily teach students a myriad of concepts designed to help them understand how to solve client problems and help clients reach their goals. But, and this is a big BUT, what we'll call soft skills are crucial for financial advisors—especially new financial advisors. Building and maintaining client…
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Officially Passed CFP Exam - What I learned to finally make it
Here is an old post I shared in another forum for those studying for the exam. Persistence after mistakes and failures Practice questions for repetition (They ain't lying go over the (thousands of) practice bank questions twice Focus away from distractions in life Hiatus Support from family, employer(s), social media, and…