CFP Board Updates

CFP Board Updates The CFP Board recently announced the 2020 Registered Programs Conference will be held virtually this year on December 15 and 16, 2020. The conference provides the opportunity for approved educational programs to receive valuable updates from the Board, as well as connect with colleagues and the Board. To learn more about the…

CFP Board Updates CFP Board, along with other members of the Financial Planning Coalition, penned a comment letter to the Department of Labor strongly objecting to a proposed retirement investment advice rule. The basis for the objections is that the proposal conflicts with: Employee Retirement Income Security Act (ERISA) requirements, and CFP Board Code of…

CFP® Board Updates CFP Board continues to offer COVID19 risk mitigation for qualified candidates. Key excerpts from recent CFP Board FAQs follow: What is Remote Proctoring? “…an exam delivery method that allows candidates to take the CFP® Exam from home or a location of their choice, rather than at a Prometric test center. CFP Board’s…

CFP® Board Updates Here’s your chance to save hundreds of dollars in CFP® Exam fees and receive free resources for the next two CFP® Exams. Here’s an excerpt from a recent CFP Board email: “Your next chance to take the CFP® Exam is during the 8-day testing window from September 22-29, 2020. When you sign up by August 25 , you’ll…

CFP® Board Updates On July 16th, the CFP Board announced an update to arrangements for the September 2020 examination. For candidates who would need to travel more than 50 miles or have a health concern, so long as they can meet minimum technology requirements, a remote proctoring option will be available. This is in response…

CFP® Board Updates “The CFP Board Center for Financial Planning (the Center) announced … [on June 29, 2020] a new scholarship in partnership with Facet Wealth, Inc., to advance diversity and inclusion in the financial planning profession. The Facet Wealth Scholarship for Increased Diversity in Financial Planning will support African American/Black candidates seeking to become…

CFP® Board Updates On May 29, 2020, the CFP Board announced the adoption of new Procedural Rules for the enforcement of the ethical and practical standards for CFP® Professionals. These new procedural rules become effective on June 30, 2020, when the CFP Board begins enforcement of the new Code of Ethics and Standards of Conduct…

CFP Board Exam FAQs The questions surrounding CFP Board’s response to COVID-19 number in the dozens if not hundreds.  In this blog, we’ll identify key FAQs on the subject. Is there an additional fee to register for the September Exam? Candidates who were registered to take the exam in July will be able to reschedule…

CFP® Board Updates On May 4, the CFP Board announced the July 2020 CFP Board Exam has been postponed to September. This was in response to the ongoing Covid-19 pandemic. The new pertinent dates are: Examination Period: September 22-29, 2020 Registration Opens: Already in Progress Registration Deadline: September 8, 2020 Early Bird Discount ($725 rate)…

CFP® Board Updates On June 30, 2020, the CFP Board will begin enforcement of the new Code of Ethics and Standards of Conduct. This will coincide with the expected begin date of the new Procedural Rules. For those who are not familiar, the Procedural Rules replace the current Disciplinary Rules and Procedures and the Appeal…