The pass rate for the July CFP exam remained stable at 62%, the Certified Financial Planner Board of Standards Inc. said. The CFP Board also said that it will administer the next CFP exam, which will be offered both at brick-and-mortar test centers and through a remote proctoring option, on Nov. 2-9. The deadline to register for the November exam is Oct. 19.
The CFP exam is offered in March, July and November. In July, 2,539 candidates took the exam, with 13% doing so remotely.
More than 90,000 planners now hold the designation, the CFP Board said in a release.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
