The CFP exam is for the financial industry what the bar is for the legal industry. Being a certified financial planner (CFP) is largely considered the gold standard in financial planning. Of the ...

Sample #1: Answer: B) Canceled debts as gifts, since they aren’t taxable income. Explanation: When a debt is canceled as a gift, it is excluded from taxable income because gifts are not subject to ...

There’s always a bit of anxiety in the air when financial advisors study for the rigorous Certified Financial Planner exam, but the version of the test that’s coming next week may be accompanied by ...

Let’s face it: the Certified Financial Planner® (CFP®) exam is no walk in the park. Come every March, July, and November, the anxiety in the finance classrooms becomes so thick you can practically ...

The CFP Board announced on Monday the availability of an artificial intelligence-backed exam preparation tool for people pursuing the certified financial planner designation. Those who sign up for the ...

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More advisors than ever are pursuing the Certified Financial Planner designation — the most popular professional mark in the wealth management industry. And they're not just signing up in greater ...

I was planning on just the opposite — a scrappy how-to guide on nailing the CFP exam on my first try as a career changer. I visualized the “preliminary pass” notification on my computer screen. I ...

Among the 10,437 candidates testing this year, 6,763 candidates passed. The CFP Board announced a record year for its Certified Financial Planner certification exam, with 10,437 candidates testing in ...

The Certified Financial Planner Board of Standards Inc. said Thursday that in response to the COVID-19 pandemic, candidates taking the Nov. 3-10 CFP exam can once again choose between taking the exam ...

The pass rate for the November certified financial planner certification exam was 64%, according to the group’s Board of Standards, which said 3,204 candidates took the test during the Nov. 1-8 ...