Number of CFP Exam-Takers Sets New High
By Melanie WaddellThe pass rate for the November exam was 62% with the second-largest number of people taking it.
August 15, 2024
All States Should Offer Online Life Agent Exams, Industry Groups SayCritics predict that returning to in-person-only testing will hurt rural candidates and weaken diversity.
June 24, 2024
American College Rolls Out CFP Continuing Education PlatformKnowledge Hub+ will feature more than 60 hours of combined CFP and American College course credits available.
June 10, 2024
Ex-NFL Player Finds New Field, Similar Strategy at RIA Serving Ultra-WealthyAfter retiring at 30, former Broncos wide receiver Bennie Fowler is leading market expansion at Caprock.
June 10, 2024
NAILBA Adds Life Underwriting ProgramThe 19-module course from the trade group will focus on how the application process works.
June 05, 2024
American College to Roll Out Tax Planning CertificationJeff Levine worked with the college to create the Tax Planning Certified Professional designation.
May 31, 2024
Not All Advisor Credentials Are Created Equal: IWISean Walters, the nonprofit's CEO, noted that only a handful are vetted and certified by recognized third parties.
May 02, 2024
FINRA Files to Extend CE Deadlines for Brokers on a BreakBrokers who left the industry would have more time to complete CE requirements under FINRA's Maintaining Qualifications Program, or MQP.