CFP Board Reports Record Number of Candidates

According to the Certified Financial Planner Board, a record-setting 1,920 people sat for the November 1999 CFP Certification Examination. Of that number, 54.3 percent passed the exam.

Since it’s inception, 12,373 people have passed the 10-hour, two-day exam that covers 106 interrelated financial planning topics. The pass rate is 57.3 percent of the total participants who have sat for the exam.

Individuals with certain degrees and professional credentials may take the exam without verifying educational topic coverage. Qualifying degrees or credentials include: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Financial Analyst (CFA), Ph.D. in business or economics, Doctor of Business Administration and Licensed Attorney.

The next exam will be held on March 17 and 18, 2000. The deadline for completed applications is February 2, 2000. For more information, call 800-487-1497 or download a copy of the CFP Board’s General Information Booklet.

Upcoming CPE Webinars

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.