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.
RBC and Rockefeller strengthened their East Coast presence, including a $5 billion defection from JPMorgan, as Merrill welcomes a top-caliber advisor in California.
The estate planning tech provider will be providing 700 advisors access to the aggressively growth-focused RIA giant's platform.
Expectations meet reality in the democratization of private market investments as the pioneering ETF runs into first-mover challenges.
New in-house capability aims to empower advisors and associates with natural search to access vast data pool.
Markets react to Fed chair’s comments on supporting the markets.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
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.
