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Renewal Information 

Detailed renewal instructions will be posted online and emailed to the main sponsor contact listed in your account. To prepare for the renewal cycle, CE Sponsors should log into their CE Sponsor Portal and complete the following steps:

  1. Read through the 2020 CE Sponsor Terms and Conditions. Renewing your sponsorship is considered acknowledgement that you have read and agree to these Terms & Conditions for the coming year.
  2. Review your Main Sponsor Contact information and ensure that the name and email address are correct. Should you need to update the Main Sponsor Contact information, please send an email to CESponsor@cfpboard.org with the requested corrections. Updates are typically completed within 2 business days, so please be sure to allow enough time for the update to post before the renewal process begins.
  3. Download your Active program list. Programs identified as "Current and future years will appear on your renewal list for the following year. Those programs not renewed will expire on January 15 of the following year. Programs identified as "Current year only" will automatically expire during your current active year on December 31.

Questions?

If you have questions about the renewal process, or would like to ensure that your contact information is accurately recorded to receive the notifications about the renewal process, please contact CFP Board's Continuing Education Staff directly at CESponsor@cfpboard.org, or 202-379-2258.