Resources for Ethics CE Sponsors

For Education Partners


Resources for Ethics CE Sponsors

(Mandatory) Webinar for Ethics CE Instructors

Instructors delivering a Live Ethics CE program are expected to participate in or listen to the training webinar as a requirement of eligibility. This webinar is intended to assure the competency of instructors with respect to the learning objectives, the new Standards of Professional Conduct as well as course delivery expectations.  

To fulfill this requirement, please participate in a Live webinar (offered throughout the year) or view the webinar recording (posted here after the first offering date).  Then complete and submit the Ethics Instructor Attestation Form to include your date of participation or viewing.  

CFP Board Ethics CE Instructor Training (Required)

The May 8 and June 6 Instructor Training webinars have been postponed.  We anticipate announcing new dates for both webinars in late May. 

Ethics CE Instructor Training is required for any CFP® professional who will be delivering Ethics CE in the Live program environment, will cover the course content material, CFP Board expectations for content delivery and evaluation. Time will be set aside to answer questions. Participation is a requirement for instructor eligibility. 


Recorded Webinar:
CFP Board Ethics Continuing Education (CE) Sponsor Update: October 2017

In this informative webinar recorded October 2017, Joanna Truitt, Manager, Continuing Education and Experience, and Matthew Hughes, Continuing Education Audit & Report Administrator, provide information regarding updates to programs and processes for 2018-2019 CFP Board Continuing Education Ethics Sponsors.

Introduction: New Model for CFP Board Ethics CE Programs

In this informative webinar recorded August 2, 2017, Joanna Truitt, Manager, Continuing Education and Experience, introduces changes to the CFP Board Ethics CE Program structure and requirements that will be implemented for 2018.

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Most Recent Exam:
CFP® Certification Examination
March 20–27, 2018

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