Forms and Applications

For Education Partners


Forms and Applications

2017 General CE and Ethics CE Sponsor Terms and Conditions

The CFP Board General CE and Ethics Sponsor Terms and conditions have been updated for 2017. Please download and review through the links below.

2017 General CE  Terms and Conditions [PDF, 91KB]

2017 Ethics CE  Terms and Conditions [PDF, 173KB]

Online Forms

Applications for CFP Board CE Programs must be submitted online for both General CE and Ethics Programs. General CE Program applications can be submitted through the 'Program Management' section in your online account. Ethics CE Program applications must be submitted using the link below.

Please note: Organizations must register as CE Sponsors before they are able to submit CE Program applications.

PDF Forms

If you prefer to apply as a CFP Board CE Sponsor via PDF, please use the forms below.

Forms may be submitted in the following ways:


Fax: 202-379-2299 

CFP Board
ATTN: Continuing Education
1425 K Street NW #800 
Washington, DC 20005. 

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