The Certified Financial Planner Board of Standards Inc. reported that 66% of those who took the CFP exam in July passed.
According to the CFP Board, 2,596 individuals took the exam between July 11 and July 18, with 7% of them doing so remotely.
A post-exam survey found that 71% of those taking the exam in July were under 40 years old, and 36% were under 30.
More than 70% of those taking the exam said they received some level of financial support from their company as they pursued their CFP certification. The test-takers said the top three CFP Board resources they used to prepare for the exam were the CFP Board Practice Exam 1, the Exam Candidate Handbook and the CFP Board Candidate Forum.
Experts flag potential risks for seniors as headline readings for July obscure higher jumps in key price categories.
The President's comments on social media came after analysts sounded notes of caution on the impact on consumer prices.
The order from the White House would bend fiduciary principles to benefit the alternative investments industry alone, argues the Institute for the Fiduciary Standard.
A federal judge denied CEO and managing principal James Lukezic's urgent bid to halt FINRA discipline over $1.1 million in trades, putting industry compliance under the microscope.
Industry group IRI hails regulator's reversal as a win for financial professionals, plan sponsors, and retirement savers.
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.
