Resources for Ethics CE Sponsors

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Resources for Ethics CE Sponsors

Webinar for Ethics CE Instructors and Authors

The webinar requirement for instructors and authors must be completed prior to Ethics CE program approval. This webinar is intended to assure the competency of instructors, as well as provide clarification about CFP Board’s requirements under each of the learning objectives.

To fulfill this requirement, please view the webinar recording and then submit a completed Ethics Instructor and Author Webinar Attestation Form to

CFP Board Ethics CE Instructor Training (Required)

This webinar, 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. 

      Tuesday, April 10, 2018
      2:30 – 3:30 p.m. (Eastern)
      Register to Attend

This webinar will be repeated live on:

      Tuesday, May 8, 2018
      2:30 – 3:30 p.m. (Eastern)
      Register to Attend

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.

Exam Dates


Most Recent Exam:
CFP® Certification Examination
Nov. 7–14, 2017

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