What You Need to Know
- The next CFP exam will be given July 6-13.
- Nearly any candidate can opt to take the exam remotely or at a test location.
- The remote proctoring changes also apply to the November exam.
The next CFP exam will be given July 6-13, and the Certified Financial Planner Board of Standards has expanded its remote proctoring option for it and the exam this fall.
Nearly any candidate now has the option to take the CFP exam either in person at a traditional brick-and-mortar Prometric test center or through a remote proctoring option for both the July and November exam testing windows, the CFP Board said Wednesday.
Remote proctoring is an exam delivery method that allows candidates to take the CFP exam from home or a location of their choice.
However, CFP candidates must meet specific technology requirements for the remote option that are set by Prometric, it noted. The requirements are listed on Prometric’s website.
The security process and candidate check-in procedures 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. More details on registering for the exam are provided at CFP Board’s website.
The CFP Board expanded the remote proctoring option to more candidates because it “remains focused on the health and safety of candidates who wish to take the CFP exam,” according to Kevin R. Keller, its CEO.
The CFP Board first started offering the remote option to eligible candidates with the September 2020 exam that was originally scheduled for July 2020 but was postponed two months due to COVID-19, it noted.