The Certified Financial Planner Board of Standards has announced the results of its CFP® Certification Exam for March. The CFP Board said in a news release that the exam, administered from March 7 – 14, had a pass rate of 65%. A total of 3,527 candidates took the...
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FINRA issues warning regarding increase in phishing scams
The Financial Industry Regulatory Authority has issued a warning about phishing scams that can put personal information and assets at risk, ThinkAdvisor reports. In its alert, FINRA noted that these schemes often start with an email, text or encrypted message that...
CFP Board launches scholarship for women pursuing financial planning careers
A new program to help increase the number of women in the financial planning industry was announced by the CFP Board Center for Financial Planning. The CFP Board said it will launch an endowed scholarship to mark the 10th anniversary of its Women’s Initiative (WIN):...
Commission reviewing competency standards for CFP designation
A commission established by the CFP Board of Standards is reviewing competency standards for the financial planning profession, reports Financial Advisor. The CFP Board announced that it has appointed 15 members to its Competency Standards Commission, whose task will...
CFP Board imposes interim suspension on Pennsylvania financial advisor
The Certified Financial Planner Board of Standards has imposed an interim suspension on a Pennsylvania financial advisor. The CFP Board announced that Kenwyn J. Belkot had his right to use the CFP® certification marks suspended effective as of February 1, 2023. The...