Guides & Recordings

For Education Partners

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Guides & Recordings

The following collection of resources for CFP Board's Continuing Education (CE) Sponsors, including guides, tutorials, and recorded webinars, cover a variety of topics from submitting a CE program application to attendance reporting.



Recorded Webinars

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.


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.

CE Sponsor Quarterly Update Webinar March 2017


Join Joanna Truitt, CFP Board's Manager of Continuing Education & Experience, and Hasika Wije, Continuing Education Administrator, for a webinar with updates for Continuing Education Sponsors, including:

  • Updates on the rollout of a new CE attendance reporting upload process, and
  • An overview of the redesigned CE program submission portal.
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CE Sponsor Quarterly Update Webinar: December 2016

In this recorded webinar, Joanna Truitt, CFP Board's Manager, Continuing Education & Experience, and Hasika Wije, Continuing Education Administrator, review updates for Continuing Education Sponsors, including: 

  • Upcoming improvements to CFP Board’s online processes;
  • Updates to CE Policies for CFP® professionals;
  • The latest on the CE Quality Initiative; and
  • The CE Sponsor and Programs renewal schedule.

CE Sponsor Quarterly Webinar: September 2016


In this recorded webinar, Joanna Truitt, CFP Board's Manager, Continuing Education & Experience, and Hasika Wije, Continuing Education Administrator, discuss updates for Continuing Education Sponsors, including:

  • Update on the CE Quality Initiative
  • 2017 Renewal Process
  • Upcoming changes to CFP Board’s online processes
  • The latest on CFP Board’s CE Quality Initiative and CE Quality Partner Initiative;
  • Changes to the 2017 CE Sponsor Terms and Conditions; and
  • What’s Next
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CE Sponsor’s Guide to Submitting General CE Program Applications to CFP Board


The video covers the process of submitting a General CE Program application online, including:

  • Application requirements;
  • Online payment processing; and
  • Program hours quantification.
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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 resulting 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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