Terms & Conditions

Please download and review the document below to familiarize yourself with CFP Board's CE Sponsor Terms and Conditions.

CE Sponsors Terms and Conditions Effective March 23, 2026

Submit your programs for CFP Board review through your online CE Sponsor Portal. Login is required. Be prepared to provide a brief description, learning objectives and level of complexity. Programs should be submitted in advance of the initial offering date to avoid a late fee assessment.

Please note: Organizations must register as a CE Sponsor to be eligible to submit CE Programs for review.