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.
Earlier, the Board had postponed the March exam until July.
Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.
The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.
The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.
Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
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.
