Now is not the time to disconnect from supportive networks of other advisors.
“We are trying to balance the health and safety of the [CFP] candidates with their desire to complete the exam,” CEO Kevin Keller says.
Advisors may find it difficult to connect with the people who need financial help the most.
Many advisors are doing heavy lifting right now — or expect they will be — in the midst of growing coronavirus fears.
There are more than a hundred cases of COVID-19 in Westchester County, New York, and financial planners are handling more than market volatility.