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).
Quick Links: General Program Standards | Live Program Requirements | Self-Study Program Requirements | Attendance Reporting | Program Records | Questions
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:
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.
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.
CFP Board defines Self-Study Programs as those in which the instructor and student are separated by time and location.
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 firstname.lastname@example.org. Attendance Reporting
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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