CFP Board Switches to Computer-Based Exam Testing
By Melanie WaddellThe CFP Board cites a shorter exam and more available testing dates among other benefits.
October 15, 2013
California exchange OKs agentsProducers have heard the certification backlog is shrinking.
October 15, 2013
California exchange OKs agentsProducers have heard the certification backlog is shrinking.
October 10, 2013
Calif. department doesn’t certify exchange agentsA spokeswoman for the California Department of Insurance says, "We have nothing to do with that."
October 09, 2013
California brokers face certification delaysDozens of producers have been commiserating. Some fear they're a low priority.
October 09, 2013
California brokers face certification delaysDozens of producers have been commiserating. Some fear they're a low priority.
June 15, 2013
How to Handle Collectibles as Client AssetsEstate planning pitfalls to avoid when dealing with coins, stamps and other items, from Jim Halperin of Heritage Auctions.
May 22, 2013
The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?In the final post in a series, an exploration of what may be behind the CFP Boards proposal to offer continuing education. Is it looking to compete with other planning associations?