Certified Financial Planner Board of Standards Inc.

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Continuing Education Sponsors

What are continuing education (CE) sponsors?

Continuing education sponsors are organizations that have submitted their programs to CFP Board for review to verify that the programs meet CFP Board's continuing education standards. Only those CE sponsors who have registered programs with CFP Board may advertise that the programs have been submitted to CFP Board for CE credit.

How can my organization benefit from becoming a CE sponsor?

There are more than 63,000 CFP® professionals in the United States today, and each must complete at least 30 hours of continuing education every two years, including a two-hour program on CFP Board's ethical standards. These numbers illustrate the opportunity that exists for CE sponsors to market their programs to CFP® professionals. To assist CFP® professionals in finding courses that have been accepted by CFP Board for CE credit, CFP Board lists CE sponsors on the Web site.

Where can I learn more?

Download CFP Board's Continuing Education Sponsor Registration Agreement to review the terms and conditions of CE Sponsor registration.

To view the subjects that CFP Board accepts for CE credit, see Appendix A of the CFP® Certification: Policies, Renewal Requirements and Continuing Education Standards. Beginning in January 2012, CFP Board will accept for CE credit only programs that address subject topics identified in either the lists of Job Task Domains or Principal Topics identified through CFP Board's comprehensive 2009 job analysis study. In general, the CE program must increase the professional competency of CFP® professionals; be developed by person(s) qualified in the subject matter; contain current, accurate content; be presented in an appropriate design and format; and use a title that accurately represents the program's content.

2011 Updates to CFP Board Ethics Continuing Education Policy

On March 31, 2011, CFP Board shared announced changes to the registration requirements for CE programs on CFP Board's Standards of Professional Conduct, including new learning objectives requirements and instructor eligibility requirements that took effect October 1, 2011. Read more >

Online CE Sponsor registration is now available. To register your organization with CFP Board as a CE Sponsor, you will need to:

Set up your organization's secure online account with CFP Board.
Provide information about your organization's main contact.
Sign CFP Board's CE Sponsor Agreement form.
Pay the CE Sponsor registration fee online with a valid credit card.

To register online as a CE Sponsor, click the "Register Online" button below.

If you have questions about registering as a CE Sponsor, please call CFP Board at 800-487-1497 or e-mail cesponsor@CFPBoard.org.

Online program registration is now available for CE Sponsors currently registered with CFP Board.

(Please Note: Online registration is NOT currently available for programs related to CFP Board’s ethical standards. To register programs related to CFP Board’s ethical standards, complete and return a CFP Board Ethics wContinuing Education Sponsor Agreement and then complete the CFP Board Ethics CE Program Application.)

To register CE programs with CFP Board online, you will need to:

Provide information about the CE program, including the title, the program ID number, one or two paragraphs describing the content of the program, and contact information from the program contact person.
Indicate the method of delivery for the program (live, self-study or internet).
Request the number of CE hours the program will be accepted for, including which financial planning topics those hours relate to (General Principles of Financial Planning, Insurance Planning and Risk Management, Employee Benefits Planning, Investment Planning, Income Tax Planning, Retirement Planning or Estate Planning).
Provide the start date of the program.
Pay the program registration fee online with a valid credit card.
Provide acknowledgement that the program meets CFP Board's continuing education standards.

To register new CE programs online, click the "Login" button above and follow the step-by-step instructions for registering CE programs. If you have not logged in before, your organization's password will be set to your organization's CFP Board CE Sponsor ID number.

Tools & Resources

News & Updates

Webinar – 2012 Preparation and Updates: CFP Board presented a webinar on October 4, 2011 to provide information on 2012 Sponsor registration and program renewal, review the Job Task Domains and Principal Topics that will be the list of accepted topics for continuing education beginning January 2012, and present updates on the implementation of the new Ethics CE Sponsor requirements that took effect October 2011. A recording of the Webinar is now available and can be viewed on CFP Board's YouTube channel. The presentation slides are also available for review.
Feedback from CFP® Professionals: CFP Board is launching a pilot program encouraging CFP® professionals to share feedback with CFP Board regarding the continuing education (CE) programs they complete. This new initiative supports CFP Board's work to ensure the availability of quality continuing education programs for CFP® professionals, and we expect it will provide valuable feedback for CE Sponsors serving the CFP® professional community. Read more >
2011 Updates to CFP Board Ethics Continuing Education Policy: On March 31, 2011, CFP Board shared with continuing education providers information about upcoming changes to the registration requirements for CE programs on CFP Board's Standards of Professional Conduct, including new learning objectives requirements and instructor eligibility requirements that take effect October 1, 2011. Read more >
Investment News Article: CFP Board's random audits of continuing education programs were featured in an April 2010 article. Increased audit efforts are responsive to complaints from CFP® certificants about the quality of CE program. Read the article >
Tips and Reminders:CFP Board's CE Sponsor team has developed a list of tips and reminders we hope will help you as you develop program applications, prepare attendance reports, and more. Learn more >
Webinar - Back to Basics: On January 20, 2009, CFP Board held a webinar to review CFP Board's continuing education standards and the basic tools CE Sponsors need to provide quality continuing education programming for CFP® certificants. A recording of the Webinar is now available and can be viewed on CFP Board's YouTube channel.

presentation slides

Webinar – CE Sponsor Policy Updates: CFP Board held a free Webinar on Friday, October 23, 2009 from 1:00–2:30 p.m. (Eastern Time) to address questions about CE policy changes for 2010. A recording of the Webinar is now available and can be viewed on CFP Board's YouTube channel. The presentation slides and answers to questions from the audience are also available for review.
2010 Changes to CE Policies: Updated policies implemented in 2010 further CFP Board's efforts to best meet the needs of our growing sponsor registry, to ensure the ongoing widespread availability of quality continuing education options for CFP® certificants, and to maintain the rigorous standards CFP Board has established for the CFP® certification. Learn more >
Recent Communications: Read CFP Board's communications to CE sponsors >

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