Forums

MAXXCAT_START

Discussion Forum Guidelines

The Discussion Forum on CFP Board’s website was created for open discussion of topics of importance to CFP® professionals and the financial planning profession.  We encourage you to participate in discussions, give feedback to other participants, and post original content.

To help us keep this group a useful forum for all participants, please take a moment to review several basic guidelines:

  • All posts and discussions should be civil, professional and relevant to the financial planning profession. 
  • This discussion form is not intended as a marketplace for products or services.  Job openings or promotions relevant to CFP® professionals and CFP Board’s other stakeholders can be posted to the appropriate areas of CFP Board’s LinkedIn group.
  • Any post that does not add value, is perceived as spam, or is considered generally not appropriate to the discussion may be removed by the group managers.  To report an inappropriate post, send an email to CFP Board identifying the post and reasons you believe it is appropriate.
  • Participants’ opinions are expressed strictly in their individual capacities, and not as representatives of CFP Board.  CFP Board is not responsible for the accuracy or reliability of any information, data, opinions, advice or statements contained within posts within this forum.

Thank you for your assistance in providing a positive experience for all group participants.

Return to the Discussion Forum

Reach New Clients

CFP Board’s “Find a CFP® Professional” online search tool can help you connect with Americans seeking professional financial planning services.

Update Your Profile Today

Continuing
Education

More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

Find CE Opportunities