Important questions and answers for CE Sponsors on a variety of topics.
The Principal Knowledge Topics are determined as a result of CFP Board's Job Task Analysis, the largest research project in the U.S. related to the body of knowledge for financial planning. CFP Board conducts a Job Task Analysis in partnership with a major testing firm every five years, the most recent of which was completed in 2015.
- practice management
- public accounting
- computer hardware or software
- marketing, prospecting, or sales
- specific company or product presentations
Topics not included in the list of CFP Board's Principal Knowledge Topics are ineligible for CE credit.
Using either of the following two methods for quantifying hours: (1) a pilot test of the representative completion time* with a minimum of five participants, or (2) using the following word count formula: [(# of words / 180) + actual duration time of any audio/video in minutes] / 50 = CE Credit Hours.
1.00 CE credit hour per 50 minutes of average completion time; 0.50 CE credit hours per 25 minutes. Programs must be eligible for at least 1.00 CE credit hour. CE credit hours are rounded down to the nearest half CE credit hour.
Evidence of satisfactory completion, including an assessment/examination scored by the program provider.
The assessment/examination must contain a minimum of 5 questions per full CE credit hour (Example: a 1.50 CE credit hour program must include an assessment containing at least 5 questions).
A passing score is 70%.
* Exam time may not be included in the average completion time.
Yes. CE Sponsors are required to upload course completion reports to CFP® professional accounts within 14 days of a program's completion, using the online CE Attendance Reporting Profile available in their CE Sponsor accounts.
CFP Board’s full attendance reporting policies and a step-by-step guide can be found here.