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The Certified Financial Planner Board of Standards said Wednesday that it will administer the first CFP exam of 2021 from March 9 to 16.

A remote proctoring option will again be offered to eligible candidates in addition to the traditional brick-and-mortar testing center options provided by Prometric, the testing administrator, CFP Board said.

“The COVID-19 Pandemic continues to impact the traditional CFP exam testing method,” said CFP Board CEO Kevin Keller in a statement. “However, we are committed to maintaining the integrity and security of our certification exam while ensuring the health and safety of all candidates sitting for the March CFP exam. As a result, CFP Board will again offer candidates a remote proctoring option while taking the March CFP exam.”

The registration deadline for the March CFP exam is Feb. 23.

The security process and candidate check in procedures for remote exams are comparable to those at test centers, and Prometric live Proctors monitor the individual’s test session via audio and video throughout the duration of the exam, CFP Board explained.

“The remote proctoring option is available to candidates who are eligible based on location or health criteria. All candidates for the remote proctoring option must meet technology requirements,” CFP Board said.

Candidates interested in taking the CFP exam in person at a test center will find most Prometric testing centers are open, with some at limited capacity, CFP Board said. Candidates are encouraged to register early for the best date and site availability.

The CFP exam is offered in March, July and November.

Exam topics include professional standards and regulation, general principles of financial planning, tax planning, retirement savings and income planning, estate planning, and risk management and insurance planning.


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