CE Video Guides

For CFP® Professionals

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CE Video Guides

The following video guides have been developed to assist CFP® professionals fulfill their Continuing Education (CE) requirement by providing guidance on how to find CE programs and report them for credit.

Reporting Registered Continuing Education Credits


A step-by-step guide for CFP® professionals on how to self-report registered Continuing Education (CE) program credits to CFP Board.

This video covers the reporting process, offering tips on best practices, including:

  • How to access the online reporting form;
  • Finding the corresponding CE program; and
  • Reporting program completion.

Detailed information about self-reporting can be found here.

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Reporting Non-Registered Continuing Education Credits


CFP Board strongly recommends that CFP® professionals complete Continuing Education (CE) programs that are registered with CFP Board by CE sponsors. However, CE courses not registered with CFP Board may be reported by CFP® professionals to CFP Board for continuing education credit consideration.

This video covers the reporting process for non-registered programs, offering tips on best practices, including:

  • Verifying a CE program’s registration status;
  • Accessing the online reporting form;
  • Understanding course information and documentation requirements; and
  • Paying the processing fee.

Detailed information about self-reporting can be found here.

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Using CFP Board’s “Find a CE Program” Search Tool


CFP Board’s convenient online search tool helps CFP® professionals find Continuing Education (CE) programs that meet their specific learning needs.

The video provides an overview of the www.CFP.net/FindCE search tool, offering tips on best practices, including:

  • How best to utilize the keyword search;
  • Finding CFP Board approved ethics CE programs; and
  • Narrowing your search by the levels of complexity filter.

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Questions?

Contact CFP Board's Continuing Education Staff directly at ce@cfpboard.org.

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Council On Education
CFP Board’s Council on Education advises CFP Board on the development and clarification of all educational policies related to the CFP® certification process.