CFB Board says July CFP exam can be taken remotely

CFB Board says July CFP exam can be taken remotely
Candidates will have the choice of taking the test in person or via remote proctoring in November as well.
APR 15, 2021

The Certified Financial Planner Board of Standards Inc. said that its next CFP exam, to be held July 6-13, may be taken either in person at a Prometric test center or through a remote proctoring option.

That choice will be available for the November 2021 exam as well, the board said in a release.

During the March exam window, 2,686 candidates took the CFP exam, resulting in a 63% pass rate. A total of 7% of the March candidates tested remotely.

Registration for the July exam is open through June 22. Registration for the November exam, given Nov. 2-9, opens July 15.

Regulators take a closer look at ESG

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.