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CFP Board Ethics Content

CFP Board Ethics Content

Effective October 1, 2018, the Ethics CE program curriculum will introduce CFP® professionals to the new Code of Ethics and Standards of Conduct.  This program content will remain active through December 31, 2020 to ensure all CFP® professionals have the opportunity to participate.

Please review all documents associated with your selected delivery model.  These documents provide the content and activity options required to plan your program including specific instructions for their use.   

Last Update: June 5, 2019  



This is an update for the Self-Study Ethics CE Program following the email that was sent on 6/5/2019.

As previously stated in the email, we have updated the Ethics CE content with minor revisions. The following document is the redline version of the PowerPoint.

REDLINE Presentation Content


  • Presentation Content - Ethics CE:  Presented in PowerPoint format, the content contained in this slide-deck is required for any Ethics CE presentation.  The Instructor Notes provide context and examples of application for the respective slide content.  Instructions for the use and design of this content for delivery is included in the CE Sponsor Guide documents available below.
  • Vignettes - Ethics CE: CE Sponsors will select one approved vignette per learning objective to incorporate into the final program presentation.  Incorporating these activities is one way to ensure Ethics CE is engaging and interactive. Instructions for the use of these activities is included in the CE Sponsor Guide documents available below.


CE Sponsor and Instructor Guide - Live Program Delivery: Includes detailed instructions, as referenced above for proper use of the content and activities as well as other pertinent details related to a successful live program delivery.

Ethics CE Polling Questions - Live Programs: Organized by Learning Objective, CFP Board has developed a short quiz that can be used as an icebreaker at the start of the program or at the end.  In addition, CFP Board has provided a series of polling questions that an instructor can insert anywhere into the program using Kahoot!, or other polling system or just a show of hands.   

Kahoot! Instructor Guide: Kahoot! is an online interactive tool that can be used, at no cost, for live polling, impromptu quizzes or other audience activities associated with a Live program. This guide includes instructions for using this software and accessing activities already built for your use. 

Kahoot! Instructions for Attendees Includes simple to follow instructions for your attendees to access and use the software.  Copy these instructional slides to your presentation.

Evaluation Template - Live Program Delivery:  CE Sponsors can brand and customize this evaluation template in whatever manner they view appropriate. 



CFP Board has adopted an updated Ethics CE program that will go into effect on October 1, 2020.

For this update, the Continuing Education team worked with a volunteer Advisory Group composed of CFP® professionals, with members representing perspectives from educational providers, as well as across the CFP® professional community. The work of these volunteers was shared with the CFP Board Professional Standards & Legal team to complete this program update.

These are updated materials and should not be used alongside the existing Ethics CE program.

Below are the updated Ethics CE materials.

Please direct any questions related to Ethics CE to or 202-379-2227.