CFP Board Offers Remote Testing for Next Exam

By Melanie Waddell

News October 15, 2020 at 03:18 PM

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The Certified Financial Planner Board of Standards said Thursday that it will stage its next CFP exam from Nov. 3-10 and is offering both in-person and remote testing options via Prometric to qualified candidates.

Eligible candidates for remote exams include candidates who have a health concern, and those who need to travel more than 50 miles to a Prometric testing center. They also must meet the exam's technology requirements.

"The health and safety of those taking the CFP exam remains paramount to CFP Board," CEO Kevin Keller said in a statement. "The remote proctoring option reflects our careful assessment of recommendations from national and state health organizations."

During the September CFP exam window, 2,154 candidates took the CFP exam — with 6% of the candidates taking the test remotely.

The CFP exam is offered three times per year: March, July and November. The July exam was postponed to September due to the coronavirus pandemic.

The test includes 170 questions and must be completed in six hours. The registration deadline for the November CFP exam is Oct. 20.

Exam topics include the financial planning process and principles, tax planning, income and retirement planning, estate planning, risk management and insurance.