CFP Board Announces March 2024 Exam Results

CFP® Board Updates The March 2024 Exam cycle took place from March 12-19, 2024.  With 3,683 individuals being administered the exam, it was the largest number of people ever to sit for the CFP Board Exam. The pass rate for the March 2024 exam was 68%.  Based on those results, the number of CFP® Professionals…

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CFP Board to host Technology Standard Webinar

CFP® Board Updates On April 17, 2024, the CFP Board will host the “Guide to CFP Board’s Technology Standard” webinar. The webinar will provide a comprehensive breakdown of the recently released “Guide to CFP Board’s Technology Standard.  This guide is a resource to assist CFP® Professionals in complying with the “Duty When Selecting, Using and…

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Financial Firms Account for Increase in CFP® Professionals

CFP® Board Updates New data from the CFP Board confirms recent trend of leading US firms adding more CFP® Professionals than ever.  There were 6,089 new Certificants in 2023, with 1,000 of those coming from Edward Jones alone.  In fact, four firms increased their number of CFP® Professionals by more than 200. The four leading…

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CFP Professionals Highly Satisfied With their Career

CFP® Board Updates A 2023 Survey of CFP® Professionals shows overwhelming satisfaction with their career choice.  Furthermore, they fully believe the certification has a positive impact on their career. 87% of CFP® Professionals are satisfied with their career 89% are satisfied with their decision to pursue CFP® Certification An overwhelming 86% would recommend others pursue…

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CFP Board Announces 2023 Academic Research Colloquium Winners

CFP® Board Updates The CFP Board Center for Financial Planning held the 7th annual Academic Research Colloquium for financial planning and related disciplines.  It was held December 7-8, 2023 at the Renaissance Arlington Capital View Hotel in Arlington, VA.  The colloquium is an international meeting of researchers, practitioners, graduate students and leaders of the financial…

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CFP Board Announces 2023 Academic Research Colloquium

CFP® Board Updates The CFP Board Center for Financial Planning announced the 7th annual Academic Reseach Colloquium for financial planning and related disciplines.  It will be held in person at the Renaissance Arlington Capital View Hotel in Arlington, VA.  The dates are December 7-8, 2023. The colloquium is an international meeting of researchers, practitioners, graduate…

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CFP Board Compares Code of Standards to NAIC Model Regulation

CFP® Board Updates The CFP Board has released a guide comparing the National Association of Insurance Commissioners’ (NAIC’s) Suitability in Annuity Transactions Model Regulation (MO-275-1) (Model Regulation) to the CFP Board’s Code of Ethics and Standards of Conduct (Code of Standards).  The purpose of the comparison is to help CFP Professionals better understand key differences…

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CFP Board Elects Three New Directors

CFP® Board Updates On October 19, 2023, the CFP Board announced that its Board of Directors elected three new members: Malik Lee, CFP®, Linda Leitz, CFP® and Elisse Walter. The Board of Directors is the policymaking and oversight body of CFP Board of Standards and CFP Board Center for Financial Planning and acts on behalf…

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The CFP Board releases updated demographics on CFP Professionals

CFP® Board Updates The CFP Board periodically updates the demographic makeup of the field of CFP® Professionals.  It has long been important to the board that CFP® Professionals reflect our everyday society and our clients.  A few key numbers that stick out: The total current number of CFP® Professionals is 97,575 Males make up 76.3%…

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CFP Board Requests Comments on Revised Standards

CFP® Board Updates The CFP Board recently announced they are asking for comment on the revised Sanction Guidelines and Fitness Standards.  The CFP Board and its board members encourage comments to ensure the proposed revisions echo feedback and insights from CFP® Professionals. The proposed revisions are based on a comprehensive review of the Sanction Guidelines…

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