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.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
