The Certified Financial Planner Board of Standards Inc. said Thursday that in response to the COVID-19 pandemic, candidates taking the Nov. 3-10 CFP exam can once again choose between taking the exam at a Prometric testing center or taking it remotely.
“The remote proctoring option reflects our careful assessment of recommendations from national and state health organizations,” CFP Board CEO Kevin Keller said in a statement.
Those eligible for remote proctoring include candidates with health concerns and those who live more than 50 miles from a Prometric center. People who want to take the test online must meet technology requirements.
In September, 6% of the 2,154 candidates who took the CFP exam did so remotely.
The deadline to register for the November exam is Oct. 20.
A new proposal could end the ban on promoting client reviews in states like California and Connecticut, giving state-registered advisors a level playing field with their SEC-registered peers.
Morningstar research data show improved retirement trajectories for self-directors and allocators placed in managed accounts.
Some in the industry say that more UBS financial advisors this year will be heading for the exits.
The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.
Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say they have not planned for.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
