Use this form to upload required information and documents for your CFP Board Ethics Program submission. Submissions must include all of the following documents: full program presentation, author/instructor vitae, support materials as applicable, final assessment with answer guide (Self-Study programs) and the course evaluation.
Upon successful submission, CFP Board will send an invoice for payment using the contact information provided. The process will be considered complete upon payment of the invoice.
Terms and Conditions
I agree that the content submitted for this program is in compliance with the CFP Board Ethics CE Sponsor Terms and Conditions and Registration Agreement. I understand that I may not use published materials owned by CFP Board other than those included in the program materials submitted with this form without separate written confirmation from CFP Board that Copyright Permission has been granted.
Information for the first instructor is required, but information is accepted for up to three instructors.
Click the fields below to pull up the Upload File interface, which will allow you to select the appropriate attachment files. To upload additional files, click the “Add Another” buttons.