Program Registration

For Education Partners

MAXXCAT_START

Program Registration

Upon approval of their sponsorship application, Continuing Education (CE) Sponsors may submit program applications to CFP Board for review through the CE Sponsor Portal.


GENERAL CE PROGRAMS

General CE programs are those that address topics identified in CFP Board's Principal Knowledge Topics. Program requirements can be found on the General CE Sponsors page. 

In addition, CFP Board provides several resource guides to assist you in planning your program.  These guides follow best practices in program delivery and course design, and follow the evaluation criteria required of our CE Quality Partners. 

Guidelines for Developing a Quality Live Program (PDF)

Guidelines for Developing a Quality Online Program (PDF)


ETHICS CE PROGRAMS

Active CE Sponsor organizations are encouraged to submit a request to deliver CFP Board-approved Ethics CE. All CE Sponsors are eligible to offer Ethics CE live programs. Those CE Sponsors with a Learning Management System that meets the delivery criteria are eligible to offer the self-study version of the program. 

Instructions for submitting an online request to become an Ethics CE provider in 2018 will be available in early January 2018. 

Login to your CE Sponsor Portal

QUESTIONS?

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

Center For Financial Planning | Logo | Gold

The Center is creating an academic home for the financial planning profession.

Learn More

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.