CE Ethics Course Submission | CFP Board

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Ethics CE Program Submission Form

Use this form to upload required information and documents for your CFP Board Ethics Program submission. Submissions must include all of the following documents: full program presentation, author/instructor vitae, support materials as applicable, final assessment with answer guide (Self-Study programs) and the course evaluation.

Upon successful submission, CFP Board will send an invoice for payment using the contact information provided. The process will be considered complete upon payment of the invoice.

CE Sponsor Information

Terms and Conditions

I agree that the content submitted for this program is in compliance with the CFP Board Ethics CE Sponsor Terms and Conditions and Registration Agreement. I understand that I may not use published materials owned by CFP Board other than those included in the program materials submitted with this form without separate written confirmation from CFP Board that Copyright Permission has been granted.

I agree to the Terms & Conditions


Program Information

Limit to 75 Characters

Author/Instructor Information

Information for the first instructor is required, but information is accepted for up to three instructors.

Attestation Completed

Upload Attestation
Attestation Completed

Upload Attestation
Attestation Completed

Upload Attestation

Program Format

Program Format

Program Details (Attachments)

Click the fields below to pull up the Upload File interface, which will allow you to select the appropriate attachment files. To upload additional files, click the “Add Another” buttons.

Full Program Presentation (with Instructor Notes)
Support Materials
Up to 3
Final Assessment with Answer Guide (Self-Study programs only)
Upload Course Evaluation
(End of program evaluation strongly recommended but not required)
This link should direct to the Certificant directly to the course description and/or registration on your website.

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