Guides & Recordings

For Education Partners

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Guides & Recordings

The resources available on this page are intended for CFP Board's Continuing Education (CE) Sponsors to assist in the registration and maintenance of their program status. The guides, tutorials and recorded webinars cover a variety of topics from submitting a CE program application to attendance reporting.

Building Quality Education Programs

The CFP Board Council on Education has developed a set of CE Quality Standards that any CE Sponsor can easily incorporate into the program planning process.  Each Guidance Document breaks down a specific program planning step with brief explanations, summary of best practices and applicable examples.


Recorded Webinars

CE Sponsor Update September 2018


In this webinar, CFP Board's Joanna Truitt, Manager of Continuing Education & Experience, and Matthew Hughes, Continuing Education Administrator, provide updates on the 2019 Membership and Program renewal process and CFP Board Ethics as well as do a quick review of CE policy changes effective October 1, 2018. 

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Mandatory Criteria Review for Self-Study Online Ethics Providers


During this webinar, Joanna Truitt, CFP Board's Manager of Continuing Education & Experience, and Matt Hughes, Continuing Education Administrator, provide CE Sponsors who wish to offer Self-Study (Online) Ethics CE, a comprehensive review of the program requirements. In addition, they outline the CFP Board review process required before a self-study (online) program is eligible for delivery and answer any questions related to the curriculum content provided.

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CE Sponsor Update July 2018


In this webinar, CFP Board's Joanna Truitt, Manager of Continuing Education & Experience, and Matthew Hughes, Continuing Education Audit & Report Administrator, provide updates on the change in self-study assessment requirement, information on guidance documents now available, and the latest CFP Board Ethics CE Update.

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Ethics CE Webinar for Live Program Providers


In this webinar, Joanna Truitt, Manager, Continuing Education and Experience, and Matthew Hughes, Continuing Education Audit & Report Administrator, provide information regarding the Ethics CE Update for Live Program Providers.

The presentation slides can be downloaded here

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Ethics CE Webinar for Online Providers


In this webinar, Joanna Truitt, Manager, Continuing Education and Experience, and Matthew Hughes, Continuing Education Audit & Report Administrator, provide information regarding the Ethics CE Update for Online Providers.

The presentation slides can be downloaded here

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CE Sponsor Quarterly Update: March 2018


In this informative recorded webinar Joanna Truitt, CFP Board's Manager of Continuing Education & Experience, and Hasika Wije, Continuing Education Administrator, shared updates for Continuing Education Sponsors, including updates on the Find a CE Program tool, the latest CFP Board Ethics CE Update, information on Guidance Documents now available, and more.

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CE Sponsor Quarterly Update: December 2017


In this informative webinar recorded December 12, 2017, Joanna Truitt, CFP Board's Manager of Continuing Education & Experience, and Hasika Wije, Continuing Education Administrator, shared updates for Continuing Education Sponsors, including the latest CFP Board Ethics CE update and information on 2018 sponsorship & program renewal.

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Tutorials


CFP Board's New CE Sponsor Portal


In this informative webinar recorded June 28, 2017, CFP Board’s Joanna Truitt, Manager, Continuing Education and Experience, and Hasika Wije, Continuing Education Administrator, introduced the new CE Sponsor Portal that launched in early July 2017. 

The webinar covered: 

  • New features and functionality for program submissions; 
  • How to track program status changes; 
  • New payment features; 
  • How to access invoice information; and 
  • Answers to questions from the audience.

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Overview of CFP Board’s General CE Program Requirements for CE Sponsors


The video provides an overview of CFP Board’s General CE requirements and definitions, including:

  • Requirements for Self-Study and Live delivery formats;
  • Learning Objective requirements;
  • Levels of Complexity definitions;
  • Accepted and excluded topics; and
  • Hours calculation methodology.

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2015 JOB TASK ANALYSIS STUDY UPDATES - 2/10/15


This webinar, held February 10, 2015, reviews CFP Board's comprehensive 2015 Job Task Analysis study and the updated Principal Knowledge Topics list.

Presentation Slides (PDF)

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Questions?

Contact CFP Board's Continuing Education Staff directly at CESponsor@cfpboard.org.

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Council On Education
CFP Board’s Council on Education advises CFP Board on the development and clarification of all educational policies related to the CFP® certification process.