The CFP Board has closed all testing sites for its CFP certification examination. All exam registrants affected by the closures will be rescheduled at no additional cost for the July 2020 CFP exam, the group said in a release.
The March exam was scheduled to take place from last Tuesday, March 10, through Tuesday, March 17. A CFP spokesperson said that 19 test centers closed on Monday, affecting 142 candidates.
The next exam is currently scheduled to take place from July 7 to July 14. The CFP Board said it will follow up with all those affected by its decision after registration opens for the July exam.
[More: CFP ranks grew by 3.9% in 2019]
The CFP Board said its decision to close the testing sites was made by its testing administrator, Prometric, which is closing all of its testing centers in North America for at least the next 30 days in an effort to protect the health and well-being of staff and clients during the COVID-19 outbreak.
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.