Continuing Education Program Evaluation

For CFP® Professionals


Provide CE Feedback

We value your feedback and want to learn what you think about the quality and overall experience of the CE programs you participate in. Your feedback will help us ensure that CE programs registered with CFP Board are high quality and relevant to CFP® professionals.

We’ve made the process quick and easy. Complete the short form below to provide your feedback.

NOTE: Completing this feedback form will not update your official CE records with CFP Board. To review or report completed CE hours in your certification records, please login to your CFP Board account.

Program Format:

Program Experience

Please rate your experience in the following areas on a 5-point scale, where

1 is "Strongly Agree" and
5 is "Strongly Disagree"

Learning Objectives Were Clearly Stated
Presenters Were Well-Prepared and Knowledgeable
Content Was Well-Organized
Stated Learning Objectives Were Met
Content Was Accurate and Relevant
I Intend to Apply What I Learned

Overall, I'd Rate This Program

Program Content

Was there an interactive component to the program?

(If "Yes") Did you find this activity enhanced your understanding of the concept and its application?

(If "No") Could the Program Be Enhanced by Adding an Interactive Component?

"Interactive Components" include:
Live Programs: individual activities; case studies.
Self-Study: pop-up quizzes; an assessment

The following fields are optional, and any personally identifiable information you provide will be treated as confidential, for CFP Board internal purposes only.

Exam Dates


CFP® Certification Examination
November 5-12, 2019

Most Recent Exam:

CFP® Certification Examination
July 9-16, 2019

CFP Board Candidate Forum Logo

Looking for support on your path to CFP® certification? Join a dynamic conversation with other candidates in our community site.

Join the Conversation

Find An Education Program

Employment for personal financial advisors is projected to grow much faster than the average for all occupations through 2024. Bureau of Labor Statistics

In a March 2012 survey of American consumers, 60% indicated they would benefit from the counsel of a financial planner or advisor.

If you hold one of several degrees, licenses or credentials, you can take the CFP® Exam after completing a single capstone course.

Classroom or online learning? Full-time or part-time studies? There are CFP Board-Registered Programs designed to meet your needs. 

Achieve the certification that is rapidly becoming the industry standard: CFP® certification.

Professionals who have already earned their CFP® certification have enjoyed an average income increase of 30%.

Demand for personal financial advisors is expected to grow 30 percent through 2024, according to the Labor Department.

More clients who work with a CFP® professional are satisfied or very satisfied, compared those who work with an advisor without certification.

If you're up for the challenge of helping people achieve their financial goals, financial planning is the career for you.