1. What are the requirements for Continuing Education (CE) program content?
CFP Board only accepts Continuing Education (CE) programs that address topics identified in either the lists of Job Task Domains
or Principal Topics
and have at least one learning objective identified by the sponsor. A learning objective must be a specific, measurable statement of what participants will learn in the program.
2. What topics do not qualify for CE credit?
There are several topic exclusions:
- Programs with content focused on practice management information do not qualify for credit. CFP Board defines practice management as programs focused on the planning, development and management of a CFP® certificant's business operations, including topics such as office management, business model design, budgeting processes, leadership training, and other activities that do not directly contribute to the knowledge, skills and abilities needed for a CFP® certificant to provide competent and ethical financial planning to clients.
- Marketing is a topic excluded by CFP Board for CE credit.
- Software/technology, company-specific, and product-specific discussions also do not qualify for CE credit.
3. Can I submit a single application for a conference?
No. Conference-style events must submit their programs to be reviewed individually. Each session that is at least one hour (50 minutes) should be submitted as a separate program.
4. How long should programs be?
All programs must be at least 50 minutes long in order to earn 1 hour of CFP Board CE credit. After the first hour has been satisfied, half-hour increments will be accepted for half a credit each with total hours rounded down to the last full half hour.
5. Does the annual CE Sponsor registration fee cover program application fees?
No. All program application submissions incur a program application fee as outlined in the CE Provider Fee Schedule
6. My organization is a nonprofit. Is the registration cost different?
Yes. Be sure to notify the CE Sponsor team if your organization is a nonprofit to take advantage of the nonprofit fee structure. Organizations with tax exempt status granted by the government are categorized as nonprofits by CFP Board. Documentation of nonprofit status is required in order to receive nonprofit fee rates.
7. Do I have to submit my program application online?
No, but there is a manual processing fee for any general CE application not submitted through the online form. The manual processing fee applies to any general CE program application received via mail, fax, and/or as a PDF attachment to an email.
8. How long will it take to assess my program application?
All program applications are reviewed in the order in which they are received. Applications generally take up to 7 business days for review.
9. Why did CFP Board not accept my program application?
CFP Board’s CE Sponsor staff sends an email confirmation outlining the reason(s) for denying a program application. Some common reasons for denying a program are: not meeting the minimum time or examination requirements, not addressing topics identified in the Job Task Domains or Principal Topics, or for focusing on an excluded topic (i.e. product specific, practice management, etc.).
10. Can I submit a program application after a program has been held?
Yes, but you will incur a late fee, as outlined in the CE Provider Fee Schedule
11. The contact for my CE program has changed. What should I do?
Keep the CE Sponsor team informed of any contact information changes by emailing firstname.lastname@example.org
. This will ensure your company/organization’s point of contact is receiving information from the CE Sponsor team.
12. Should I submit an attendance report for my program?
Submit attendance reports
only for active programs. The CE Sponsor team cannot process attendance reports for inactive programs and/or for programs which have not yet been accepted by CFP Board. Attendance reports (“batches”) are processed based on the information provided by the Sponsor. To ensure timely and accurate processing of your student’s record, please be sure all information in the batch report is accurate.
13. How do I contact CE Sponsor staff?
Contact CFP Board’s Continuing Education Staff directly at email@example.com