For Education Partners

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General CE Sponsors

General Continuing Education (CE) Sponsors submit a program application to CFP Board to verify that the content meets CFP Board's standards.

Organizations must first register with CFP Board as a General CE Sponsor using the online application link below. Sponsors must renew their registration at the end of each calendar year in order to remain active.

The complete requirements for General CE Sponsor registration are detailed within CFP Board's Continuing Education Sponsor Registration Agreement (PDF, 364KB) and Continuing Education Fee Schedule (PDF, 53KB).

Register Online

Quick Links: General Program Standards | Live Program Requirements | Self-Study Program Requirements | Attendance Reporting | Program Records | Questions

GENERAL PROGRAM STANDARDS

CE Programs must address one or more topics listed in CFP Board's Job Task Domains or CFP Board's Principal Topics.

CE Sponsor programs must meet the following requirements:

  • Programs contribute to increasing the professional competency of participants.
  • Programs are developed by persons qualified in the subject matter.
  • Program content is current, correct and presented in appropriate design and format.
  • Programs are not specific to public accounting, computer hardware and software, marketing, practice management, sales or specific company or product presentations.
  • Program titles accurately represent the course content and purpose.
  • Programs are reviewed by a qualified person, other than the preparer, to ensure compliance with the above standards.

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.

General CE Program Registration

General CE Program Renewal


LIVE PROGRAM REQUIREMENTS

CFP Board defines Live Programs as those in which the instructor or discussion leader conducts the program in real-time; the instructor and students are engaged in the program at the same time.

  • Attendance is required. For Live Programs presented in-person, the number of participants and physical facilities should be consistent with the teaching method.
  • Live Programs will be presented in an initial unit of at least one-hour (minimum of 50 minutes constituting one class hour), with half-hour increments accepted after the initial one hour has been satisfied. Total hours will be rounded down to the last full half hour.
  • Live Programs will be conducted by an instructor or discussion leader qualified in the specific subject area(s).


SELF-STUDY PROGRAM REQUIREMENTS

CFP Board defines Self-Study Programs as those in which the instructor and student are separated by time and location.

  • Self-Study programs will be developed by an instructor qualified in the specific subject area(s).
  • Materials presented to CFP® professionals seeking to complete the Self-Study Program will be retained and made available to CFP Board upon request.
  • CFP® professionals seeking to complete the Self-Study Program will be required to register for the Program.
  • Each Self-Study Program will require evidence of satisfactory completion, including an examination scored by sponsor. The examination will contain at least 10 questions per class hour (with the exception of exams for self-study programs that cover CFP Board’s Ethical Standards, which must include a minimum of 40 questions). The Self-Study Program will be considered completed satisfactorily only if the professional receives a score of 70% or higher on the examination (with the exception of programs that cover CFP Board’s Ethical Standards, which require a score of 80% or higher on the examination).
  • Sponsor will assign class hours to Self-Study Programs based on average completion time (a minimum of 50 minutes of completion time shall constitute one class hour), with half-hour increments accepted after the initial one hour has been satisfied. Total hours will be rounded down to the last full half hour. Exam time may not be included in the average completion time.


ATTENDANCE REPORTING

CE Sponsors must submit attendance lists to CFP Board using CFP Board's specified Attendance Reporting Form within four weeks of a program's completion. Completed Attendance Reporting Forms must be submitted by email to cereport@cfpboard.org.

Attendance Reporting


PROGRAM RECORDS

CE Sponsors agree to maintain records for a period of four years following the date each Program is presented:

  • The date and location of the Program presentation(s).
  • The name(s) of each instructor or discussion leader.
  • The list of CFP® professionals attending each Live Program presentation and/or the list of CFP® professionals successfully completing each Self-Study Program.
  • The written outline of the Program presentation(s).



QUESTIONS?

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

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.