1 2 3 4 5 Next Page 1 of 6 , 130 Items in Total
May 25, 2017
https://www.cfp.net/news-events/newsletters/cfp-board-report/may-25-2017

... planning practice and the financial planning body of knowledge, as well as proposals for panel discussions devoted to research areas that affect financial planning practice or financial planner education. The submission deadline is September 25, 2017. Learn more > ...

New Book Explores Unique Area of Financial Planning Practice: Client Psychology
https://www.cfp.net/news-events/latest-news/2018/03/20/new-book-explores-unique-area-of-financial-planning-practice-client-psychology

... planning practice become more client-centered,” said Dr. Chaffin. “Client Psychology defines an entirely new area of research and practice, builds upon the financial planning body of knowledge, and is a practical resource for students and practitioners.” The 336-page book explores the ...

Practice Standards 500 - CFP Board
https://www.cfp.net/for-cfp-professionals/professional-standards-enforcement/current-standards-of-professional-conduct/standards-of-professional-conduct/financial-planning-practice-standards/practice-standards-500

Practice Standards 500Financial Planning Practice Standards Overview 100 Series: Establishing and Defining the Relationship with the Client 200 Series: Gathering Client Data 300 Series: Analyzing and Evaluating the Client's Financial Status 400 Series: Developing and Presenting the Financial Planning ...

July 31, 2019
https://www.cfp.net/news-events/newsletters/cfp-board-report/july-31-2019

... CFP® Exam through exam item writing workshops, and to support enforcement of the ethics and practice standards for CFP® professionals through service as a hearing panel volunteer with the Disciplinary and Ethics Commission. Learn more about these and other opportunities and submit a volunteer application ...

Financial Planning Practice Standards - CFP Board
https://www.cfp.net/for-cfp-professionals/professional-standards-enforcement/current-standards-of-professional-conduct/standards-of-professional-conduct/financial-planning-practice-standards

... throughout the Practice Standards. The Explanation is not intended to establish a professional standard or duty beyond what is contained in the Practice Standard itself. Compliance with Practice Standards The practice of financial planning consistent with these Practice Standards is required for certificants ...

Federal Tax Law Changes Coming to CFP® Certification Exam
https://www.cfp.net/news-events/latest-news/2018/05/22/federal-tax-law-changes-coming-to-cfp-certification-exam

... November Exam; July is Last Exam Testing Older Law The Certified Financial PlannerTM (CFP®) examination will incorporate the new federal tax law in its November 2018 exam, testing future CFP® professionals on the most recent changes and how they apply to financial planning, which ultimately benefits ...

CFP Board Opens Registration for Computer-Based Testing Format of CFP® Certification Examination, Offers Practice Exams
https://www.cfp.net/news-events/latest-news/2014/06/12/cfp-board-opens-registration-for-computer-based-testing-format-of-cfp-certification-examination-offers-practice-exams

... 50-question practice exams, comprised of authentic questions that have been retired from previous CFP® exams. The CFP® practice exams are accessible online and cover the full range of topic areas included in the current CFP® certification examination. “On exam day, CFP® exam-takers ...

New Exam Preparation Toolkit Supports CFP® Candidates Through Pathway to Certification
https://www.cfp.net/news-events/latest-news/2017/07/20/new-exam-preparation-toolkit-supports-cfp-candidates-through-pathway-to-certification

... for the exam. The final section, “Develop a Test Strategy,” discusses the topic areas of the CFP® Exam and suggests methods of study that play to the strengths of different learning styles. Registration for the next CFP® Exam begins today, with an education verification deadline of ...

Exam Job Task Domains
https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/cfp-exam-requirement/exam-resources/exam-job-task-domains

... the Exam Username Click to add (?) Password Click to add (?) Remember me on this computer Login Exam Dates Upcoming: CFP® Certification Examination November 5-12, 2019 Most Recent Exam: CFP® Certification Examination July 9-16, 2019 Looking for support on your path to CFP® certification? Join a dynamic ...

Conference Highlights Financial Planning Education
https://www.cfp.net/news-events/latest-news/2010/07/28/conference-highlights-financial-planning-education

... experience and exam – education is the foundation for CFP® certification. Candidates for CFP® certification need to have a bachelor’s degree, sit for the CFP® exam and once a CFP® professional, earn continuing education credits. Education programs are taught as stand-alone programs or part of receiving a baccalaureate ...

March 31, 2018
https://www.cfp.net/news-events/newsletters/cfp-board-report/march-31-2018

... CFP® exam before November 2018. The March 2018 and July 2018 CFP® exams will continue to test 2017 tax laws. The November 2018 CFP® exam will test the 2018 federal tax law changes. Updates from the Center for Financial Planning: Read the ...

CFP Board Announces Results for March 2009 CFP® Certification Examination
https://www.cfp.net/news-events/latest-news/2009/05/27/cfp-board-announces-results-for-march-2009-cfp-certification-examination

... two-day exam was conducted at 50 sites nationwide. Since 1995, when the exam was modified to its current comprehensive format, 80,708 candidates have sat for the exam and 46,257 have passed either on their first try or on subsequent attempts. The cumulative pass rate is 57 percent. The exam covers 89 ...

CFP Board Announces Pass Rate for July 2008 CFP® Certification Examination
https://www.cfp.net/news-events/latest-news/2008/10/02/cfp-board-announces-pass-rate-for-july-2008-cfp-certification-examination

... two-day exam was conducted at 50 sites nationwide. Since 1995, when the exam was modified to its current comprehensive format, 76,325 candidates have sat for the exam and 43,889 have passed either on their first try or on subsequent attempts. The cumulative pass rate is 57 percent. The exam covers nearly ...

CFP Board Announces Results for November 2008 CFP® Certification Examination
https://www.cfp.net/news-events/latest-news/2009/01/26/cfp-board-announces-results-for-november-2008-cfp-certification-examination

... two-day exam was conducted at 50 sites nationwide. Since 1995, when the exam was modified to its current comprehensive format, 78,645 candidates have sat for the exam and 45,179 have passed either on their first try or on subsequent attempts. The cumulative pass rate is 57 percent. The exam covers 89 ...

July 28, 2017
https://www.cfp.net/news-events/newsletters/cfp-board-report/july-28-2017

... for the exam. “Develop a Test Strategy,” discusses the topic areas of the CFP® Exam and suggests methods of study that play to the strengths of different learning styles. >> Download a copy of the new CFP® Exam Candidate Preparation Toolkit (PDF) CFP® ...

Fully Revised Second Edition of Financial Planning Competency Handbook Reflects Growing Body of Knowledge As Well As Interdisciplinary Focus for Practitioners, Students, and Faculty
https://www.cfp.net/news-events/latest-news/2015/08/03/fully-revised-second-edition-of-financial-planning-competency-handbook-reflects-growing-body-of-knowledge-as-well-as-interdisciplinary-focus-for-practitioners-students-and-faculty

... theory and practice through an overview of what a CFP® professional should know in theory as well as how it works in the real world. Those who purchase the book will get a code to access an online test bank with over 400 practice questions based on 72 core competencies covered in the book. For ...

Jean S.H. Schwarz, CFP® to Serve as 2012 Chair of CFP Board’s Council on Examinations
https://www.cfp.net/news-events/latest-news/2012/02/02/jean-s.h.-schwarz-cfp-to-serve-as-2012-chair-of-cfp-board-s-council-on-examinations

... create exams which successfully measure a candidate’s readiness to function independently as a personal financial planner,” Keller said. CFP Board develops exams that reflect the current practice of financial planning. To do this, CFP Board conducts regular job analyses to identify the important tasks ...

February 28, 2018
https://www.cfp.net/news-events/newsletters/cfp-board-report/february-28-2018

... CFP® exams will continue to test 2017 tax laws. The November 2018 CFP® exam will test the 2018 federal tax law changes. The next CFP® exam testing window is March 20-27, 2018, and Late Registration is available through March 6, 2018. Please encourage your qualified colleagues to continue ...

Financial Planning Competency Handbook Now Available
https://www.cfp.net/news-events/latest-news/2013/04/15/financial-planning-competency-handbook-now-available

... theory and practice through an overview of what a CFP® professional should know in theory as well as how it works in the real world. Book buyers will get a code to access an online test bank with over 400 practice questions based on 78 core competencies covered in the book. In addition, as an added ...

Kaplan Financial Education to Sponsor 2018 CFP Board Registered Programs Conference
https://www.cfp.net/news-events/latest-news/2018/02/15/kaplan-financial-education-to-sponsor-2018-cfp-board-registered-programs-conference

... license exam prep, professional development, and CE programs for the insurance, securities, and financial planning industries. Through classroom training, online courses, and self-study options, Kaplan helps students pass exams and maintain licensing with study materials that satisfy almost any learning ...

November 21, 2018
https://www.cfp.net/news-events/newsletters/cfp-board-report/november-21-2018

... CFP® exam administration took place during the testing window of November 6-13, 2018. The November 2018 CFP® exam was the first to test the federal tax law changes resulting from the Tax Cuts & Jobs Act of 2017. November 2018 exam candidates did not receive a preliminary pass/fail exam result ...

November 30, 2017
https://www.cfp.net/news-events/newsletters/cfp-board-report/november-30-2017

... CFP® exam early for the best date and site availability. Learn more and register at www.CFP.net/exam. CFP Board takes very seriously the reputation, integrity, validity and security of the CFP® exam and periodically updates its policy on exam misconduct. Exam misconduct includes, but is not ...

April 27, 2017
https://www.cfp.net/news-events/newsletters/cfp-board-report/april-27-2017

... CFP® exam took place March 14-21 at Prometric testing centers around the country. The pass rate for this administration of the exam was 62.2%, with 1,561 individuals receiving a passing score. View historical exam statistics at www.CFP.net/exam-statistics. The next CFP® exam testing window is ...

December 21, 2018
https://www.cfp.net/news-events/newsletters/cfp-board-report/december-21-2018

... of the exam was 61.4%, with 1,773 individuals receiving a passing score. View historical exam statistics at www.CFP.net/exam-statistics. The first CFP® exam administration of 2019 will take place during the testing window of March 12-19, 2019. Early Bird Registration is available through January ...

1 2 3 4 5 Next Page 1 of 6 , 130 Items in Total