For Education Partners


Resources for Ethics CE Sponsors

The webinar requirement for instructors and authors must be completed prior to ethics course approval. This webinar is intended to assure the competency of instructors, as well as provide clarify about CFP Board’s requirements under each of the learning objectives.

To fullfill this requirement, please view the webinar recording before completing and returning the Ethics Instructor and Author Webinar Attestation Form. The CE Sponsor Department will then confirm receipt of the Form and completion of the requirement.

2016 Ethics Sponsor Webinar

In this recorded webinar for CE Sponsors, Matthew Winterhalter Esq., CFP Board’s Compliance Counsel and Shar Gogerdchi, CFP®, CFP Board’s Continuing Education and Experience Manager, discuss the updated learning objectives for CFP Board Ethics CE programs that take effect January 1, 2016.

The following 2016 Ethics Sponsor Webinar and Attestation Form satisfies the webinar requirement for 2016 Ethics CE Programs, including renewals.

Presentation Slides (PDF, 240KB)

Attestation Form (PDF, 215KB)

Exam Dates


CFP® Certification Examination

July 26–30, 2016
(Registration Deadline: July 12)

Most Recent Exam:
CFP® Certification Examination
March 15–19, 2015

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