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.
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Menlo Park firm brings $900m in AUM and specialist expertise serving Apple and Google employees.
Acquisition of the Shufro-Glass Group pushes the national RIA's total client assets above $157 billion.
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