The pass rate for the November certified financial planner certification exam was 64%, according to the group’s Board of Standards, which said 3,204 candidates took the test during the Nov. 1-8 testing period. Of those, 4% tested remotely.
According to a post-exam survey, 65% of exam-takers pursued certification to become more skilled at their jobs and to better serve their clients.
The survey also found that 68% of the candidates in November were under 40 years old and 35% under 30, the CFP Board said in a release.
Nearly 75% of exam-takers reported receiving some level of financial support from their employers during the CFP certification process.
Registration for the March 2023 CFP exam, which will be administered from March 7-14, is now open, the CFP Board said. The registration deadline is Feb. 21.
THE CFP exam is offered in March, July and November.
By listening for what truly matters and where clients want to make a difference, advisors can avoid politics and help build more personal strategies.
JPMorgan and RBC have also welcomed ex-UBS advisors in Texas, while Steward Partners and SpirePoint make new additions in the Sun Belt.
Counsel representing Lisa Cook argued the president's pattern of publicly blasting the Fed calls the foundation for her firing into question.
The two firms violated the Advisers Act and Reg BI by making misleading statements and failing to disclose conflicts to retail and retirement plan investors, according to the regulator.
Elsewhere, two breakaway teams from Morgan Stanley and Merrill unite to form a $2 billion RIA, while a Texas-based independent merges with a Bay Area advisory practice.
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.
