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.
Faulty Forms 1099 and account statements reportedly left some Vanguard brokerage customers overpaying or underpaying taxes for over a decade.
The democratization of ETFs cuts both ways
Independent broker-dealers snap up experienced advisors as competition for established practices intensifies.
Derek Flowers, a nearly 30-year veteran, is set to retire in mid-January, handing the reins to the executive who helped lead the bank's regulatory turnaround.
The campaign spans broadcast TV and streaming, as the brokerage faces slowing client net flows and an $8.1 billion advisor team that left to launch an RIA this month.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
