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.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
