CFP Board postpones July exam

CFP Board postpones July exam
The second delay of the year pushes the test date into September
MAY 04, 2020

Continuing to update its test calendar to reflect pandemic conditions, the CFP Board said it will postpone its July 2020 certification exam to September 22-29, 2020.

Individuals currently registered for the July 2020 exam will be notified by email on or before May 31, 2020, with details on rescheduling their testing appointment to available dates in the new September 2020 test period or November. The November 2020 exams are scheduled for November 3-10, 2020, the Certified Financial Planner Board of Standards said today in a release.

Registration for the September 2020 exam will be open to all eligible candidates. Discounted early bird registration will be available through July 28, 2020, with a final registration deadline of September 8, 2020, the CFP Board said.

Latest News

Raymond James, Osaic laud new bank partnerships
Raymond James, Osaic laud new bank partnerships

A Texas-based bank selects Raymond James for a $605 million program, while an OSJ with Osaic lures a storied institution in Ohio from LPL.

Bessent backpedals after blowback on 'privatizing Social Security' comments
Bessent backpedals after blowback on 'privatizing Social Security' comments

The Treasury Secretary's suggestion that Trump Savings Accounts could be used as a "backdoor" drew sharp criticisms from AARP and Democratic lawmakers.

Alternative investment winners and losers in wake of OBBBA
Alternative investment winners and losers in wake of OBBBA

Changes in legislation or additional laws historically have created opportunities for the alternative investment marketplace to expand.

Financial advisors often see clients seeking to retire early; Here's what they tell them
Financial advisors often see clients seeking to retire early; Here's what they tell them

Wealth managers highlight strategies for clients trying to retire before 65 without running out of money.

Robinhood beats Q2 profit estimates as business goes beyond YOLO trading
Robinhood beats Q2 profit estimates as business goes beyond YOLO trading

Shares of the online brokerage jumped as it reported a surge in trading, counting crypto transactions, though analysts remained largely unmoved.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.