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For Education Partners


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Active CFP Board CE Sponsors are encouraged to submit a request to deliver CFP Board-approved Ethics CE programs. Instructions for submitting an online request to offer Ethics CE provider in 2018 will be available in early 2018.  

All CE Sponsors are eligible to offer Ethics CE live programs. Those CE Sponsors with a Learning Management System meeting the delivery criteria are eligible to offer the self-study version of the program. 

Beginning in early 2018, to offer CFP Board Ethics you will follow the steps below.

Step 1. Review the 2018 CE Sponsor Terms and Conditions.

Step 2. Submit a request to offer a Live Program or Self-Study Course.

Step 3.  Identify your instructors for a Live course delivery. Review the course requirements to provide a Self-Study version of the course.  

Step 4. Follow the directions, to be published in early January 2018, to submit an online request to become a CFP Board Ethics CE Sponsor.  

If you have any questions regarding the process, please contact CFP Board's Continuing Education Staff directly at

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