NEWSFLASH: CFP Board Retake Policy
NEWSFLASH: CFP Board Retake Policy
NEWSFLASH: CFP Board Retake Policy
NEWSFLASH: CFP Board Retake Policy
The CFP Board has issued new guidelines when it comes to retaking the exam. Effective January 2012, you may only take the exam a total of five times in your life with an exception for those who have previously taken the exam four or more times. We have created the following table to illustrate how many times you may take the exam based on the number of times you previously sat for the exam.
Never taken the exam | 5 attempts remaining |
Took the exam 1 time prior to January 1, 2012 | 4 attempts remaining |
Took the exam 2 times prior to January 1, 2012 | 3 attempts remaining |
Took the exam 3 times prior to January 1, 2012 | 2 attempts remaining |
Took the exam 4 times prior to January 1, 2012 | 2 attempts remaining |
Took the exam 5+ times prior to January 1, 2012 | 2 attempts remaining |
All attempts after January 1, 2012 will eat into your remaining attempts. |
In addition, individuals may attempt the exam a maximum of three times within a 24 month period. If an individual attempts the exam on three successive administrations, a one year sit-out period is required before registering for another attempt.
If you would like more information, please don’t hesitate to contact us at 877-863-3009 or read the release from the CFP Board here:
Neil A. Brown
Neil has been employed with Burkett Financial Services, LLC (a fee-only wealth management firm) since 2003 and advises clients on various personal financial planning issues including distribution, retirement, income tax, insurance, education, investment and estate tax. In addition to his roles at BFS and Dalton, he is also a national instructor for various continuing education groups and has been quoted in and authored numerous articles.
Prior to joining BFS, Neil headed the financial planning department at a large fee-only financial planning firm in Columbia and before that he was a senior consultant with the Carolinas Financial Counseling Services Practice of Deloitte & Touché in Charlotte, North Carolina where he spent the majority of his time advising executives and employees of a Fortune 500 company on retirement, insurance, investment, income and estate planning.
He is a member of the American Institute of CPAs, the South Carolina Association of CPAs, the Columbia Estate Planning Council and the Columbia Tax Study Group. He was also the Program Coordinator for the CFP® Certification Education Programs at two different schools. Neil received a Masters of Accountancy, magna cum laude, from The University of South Carolina in 1993 and Bachelors in Business, magna cum laude, from The University of South Carolina in 1992.
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