Continuing education sponsors are organizations that have submitted their programs to CFP Board for review to verify that the programs meet CFP Board's continuing education standards. Only those CE sponsors who have registered programs with CFP Board may advertise that the programs have been submitted to CFP Board for CE credit.
CE Sponsor registration with CFP Board is on a calendar year basis. Registration with CFP Board can be renewed at the end of the calendar year for the following calendar year.
Highlights of the CE Sponsor registration requirements are listed below. For the complete requirements of CE Sponsor registration, review the CFP Board Continuing Education Sponsor Registration Agreement (PDF, 364KB) and Continuing Education Fee Schedule (PDF, 53KB).
Quick Links: General Program Standards | Live Program Requirements | Self-Study Program Requirements | Attendee List Electronic Reporting | Program Records | Online CE Sponsor Registration | Questions
CE Sponsors attest that their programs meet the following requirements:
CFP Board defines practice management programs as programs focused on the planning, development and management of a CFP® professional's business operations, including topics such as office management, business model design, budgeting processes, leadership training, and other activities that don't directly contribute to the knowledge, skills and abilities needed for a CFP® professional to provide competent and ethical financial planning to clients.
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For live programs (whether presented in person or delivered electronically):
CFP Board defines Self-Study Programs as those in which the instructor and student are separated by time and location, or programs for which the student engages in the learning activity without an instructor. Self study programs may be pre-recorded audio programs, webcasts, self-paced online courses, compact discs, printed material, videocassettes, and the like. For Self-Study Programs:
CE Sponsors agree to electronically report Live Program attendance lists and Self-Study Program completion lists to CFP Board, using CFP Board’s specified Attendance Report Form, within four weeks of a Program’s completion. Completed Attendance Report Forms are to be submitted by email to firstname.lastname@example.org.
CE Sponsors agree to maintain records for a period of four years following the date each Program is presented:
Online CE Sponsor registration is now available. To register your organization with CFP Board as a CE Sponsor, you will need to:
Call CFP Board at 800-487-1497 or email email@example.com.
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phone: 800-487-1497 (Toll-Free) / 202-379-2200 | fax: 202-379-2299 | firstname.lastname@example.org
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