Effective January 2014, Ethics CE programs registered with CFP Board must be designed to accomplish the following required learning objectives.
Upon successful completion of the course, the student should be able to:
Ethics CE programs may go beyond the learning objectives to include additional information specific to CFP Board’s ethical standards as outlined in the publication titled Standards of Professional Conduct. However, all Ethics CE programs must, at a minimum, address the required learning objectives.
CFP Board will evaluate the learning objectives every two years to ensure relevancy and consistency with CFP Board’s ethical standards.
Effective January 2014, instructors of Ethics CE programs registered with CFP Board must now meet the following requirements.
The instructor and author of an Ethics CE program must:
Ethics CE Sponsors must submit attendance lists to CFP Board using CFP Board's specified Attendance Reporting Form, detailed in the link below, within four weeks of a program's completion. Completed Attendance Reporting Forms must be submitted by email to firstname.lastname@example.org. Attendance Reporting
Ethics CE Sponsors agree to maintain records for a period of four years following the date each Program is presented:
Contact CFP Board's Continuing Education Staff directly at email@example.com.
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