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.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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