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Showing 1 - 5 of 5 results for "CFP Board"

68% pass financial adviser exam: ASIC

KARREN VERGARA  |  MONDAY, 8 DEC 2025
... Separately, the CFP's Certification Exam held in November saw a pass rate of 64% for the 3970 candidates who sat it. The CFP board said the November cohort was the second-largest number of people to ever sit the exam. In a post-exam survey, the main ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... body for personal financial planners in the US welcomed its new chair this year. Kamila Elliott took the helm of the CFP Board, becoming the first African American to serve as the chair. Elliott is currently the president of Grid 202 Partners, an investment ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
... holistic yet detailed advice and can build client trust better than male counterparts. The survey commissioned by the CFP Board of Standards found that female CFPs are more invested in the financial planning process, meaning they are detail oriented ...

CFP Board creates diversity and inclusion role

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... Standards has appointed its first diversity and inclusion lead, who joined from sports car racing company NASCAR. The CFP Board has named Dawn Harris as its director of diversity and inclusion for the Centre for Financial Planning. The newly created ...

CFP ranks to top 150,000 in 2013

MARK STORY  |  TUESDAY, 29 JAN 2013
... At the top of the international CFP professional growth list were FPSB's member organisation in China and U.S-based CFP Board, which grew their CFP professional count by 3,007 and 3,009 respectively. FPSB's member organisation in Japan was next in the ...
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