Program Registration

For Education Partners

MAXXCAT_START

Program Registration

Continuing Education (CE) sponsors, upon approval of their sponsorship application, may submit program applications to CFP Board for review by using the appropriate program application process described below.


GENERAL CE PROGRAMS

Active general CE sponsors can submit general CE programs through their online account. A video guide to submitting general CE program applications can be found on the Guides & Recordings page.

CFP Board only accepts programs that address topics identified in CFP Board's Principal Knowledge Topics list identified through CFP Board's comprehensive Job Task Analysis. Program requirements can be found on the General CE Sponsors page.

General CE Program Application

ETHICS CE PROGRAMS

Active Ethics CE sponsors can submit program applications to CFP Board using the online Ethics CE Program Application. Ethics CE programs must address CFP Board's Standards of Professional Conduct for a minimum of 100 minutes and meet CFP Board's Ethics CE requirements. Applications must be submitted along with the full program materials for comprehensive review in order to be considered for Ethics CE credit.

Ethics CE Program Application

QUESTIONS?

Contact CFP Board's Continuing Education Staff directly 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.