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CFP Board News - January 2008

• November 2007 Exam Results Released
• Updated Standards of Professional Conduct Booklets Available
• Julie T. Heil Joins CFP Board as Director of Examinations

NOVEMBER 2007 EXAM RESULTS RELEASED

Score results for the November 2007 CFP® Certification Examination were recently released to exam takers. The 10-hour, two-day exam was conducted at 50 sites nationwide. Of the 2,764 individuals who sat for the November 2006 exam, 1,670 passed, representing a pass rate of 60%. CFP Board's CFP® Certification Examination requires full integration of knowledge covered in CFP Board's financial planning topic list and is designed to assess a person's ability to apply financial planning knowledge to real-life financial planning situations.

The next exam will be held March 28 and 29, 2008. The application deadline for the March 2008 exam is February 6, 2008. Read more about the CFP® Certification Examination.

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UPDATED STANDARDS OF PROFESSIONAL CONDUCT BOOKLETS AVAILABLE

Booklets containing CFP Board’s updated Standards of Professional Conduct, which takes effect July 1, 2008, are now available. The updated Standards, along with the education, examination and experience requirements for CFP® certification, are designed to assure the public that the professionals who display the CFP® marks are qualified to provide competent and ethical financial planning services and dedicated to putting the interest of their clients ahead of their own.

When the updated Standards takes effect on July 1, 2008, all CFP® professionals will be required to abide by the updated requirements. Additionally, all continuing education (CE) programs covering the ethical standards for CFP® professionals will be required to cover the updated Standards before July 2008, and the CFP® Certification Examination will cover the updated Standards beginning with the July 2008 exam.

Last month, a copy of the booklet was mailed to all CFP® professionals, directors of CFP Board-Registered Programs and continuing education sponsors registered with CFP Board. A downloadable version of the booklet is available online at: www.CFP.net/downloads/2008Standards.pdf

If you have not received a copy of the updated Standards booklet and wish to have one mailed to you, please verify that your preferred mailing address in listed in CFP Board’s records by logging in to your online CFP Board account at www.CFP.net/login. After you’ve verified your mailing address, contact us at mail@CFPBoard.org to request a copy of the booklet.

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JULIE T. HEIL JOINS CFP BOARD AS DIRECTOR OF EXAMINATIONS

CFP Board welcomes Julie T. Heil as its new Director of Examinations. Ms. Heil has extensive experience in test development, including the development of certification examinations for CFP Board during her time at the Chauncey Group International (now known as Prometric), a leading provider of certification and licensing examinations for professionals, businesses, and government.

Ms. Heil comes to CFP Board from the American Institutes for Research, where she worked with the Ohio Department of Education, overseeing the development of content for grade K-8 tests in reading, writing, science, social studies and mathematics. Previously Ms. Heil worked at the Chauncey Group International, where she was the senior test developer for the certification examinations for CFP Board as well as other organizations. She holds a Bachelor of Arts degree from St. Joseph’s University as well as advanced degrees from West Chester University and Widener University. In her role as Director of Examinations, Ms. Heil will have oversight for the development of the CFP® Certification Examination.

“Julie’s hands-on experience with the entire process of test development, and her familiarity with the CFP® Certification Examination, makes her an ideal choice for CFP Board’s new Director of Examinations,” said Carol Lee Roberts, CFP®, Managing Director of Examinations and Education. “Her expertise will help ensure that the CFP® certification exam continues to meet the high standards of competent and ethical financial planning administered by CFP Board for the benefit of the public that seeks financial planning services.”

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