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.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
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.
