CFP Board Ethics CE Program

For Education Partners


CFP Board Ethics CE Program

CFP Board offer a series of webinars for CE Sponsors to review program requirements and answer questions about the new Ethics CE curriculum for 2018/2019. Recordings of previous live sessions can be found under Resources for Ethics CE Sponsors.  

Registration is now open for the mandatory webinar for CE Sponsors offering Ethics CE as self-study (online).   Ethics CE Instructor Training webinar dates are listed below; registration for these webinars will open the week of July 23, 2018.

Self-Study CE Sponsor Webinar (Required)

CE Sponsors planning on offering Ethics CE as Self-Study (Online) will be required to participate in a webinar designed to review criteria specific to online programs.  
              Criteria Review for Self-Study (Online) Ethics Providers
                   Tuesday, August 14, 2018
                   2:00 – 2:45 p.m. (Eastern)  

CFP Board Ethics CE Instructor Training (Required)

CFP® professionals who will be leading a CFP Board approved Ethics program are required to participate in Instructor Training.  This training will be offered, as a live webinar on the following dates: 

                 Ethics CE Instructor Training – Webinar Dates/Times:
                        Thursday, August 16, 2018
                         2:30 – 3:30 p.m. (Eastern)

                        Wednesday, September 12, 2018
                         2:30 – 3:30 p.m. (Eastern)
                        Tuesday, September 25, 2018 
                         2:30 – 3:30 p.m. (Eastern)

Before participating in one of the above webinars, instructors are required to familiarize themselves with the new Code and Standards as well as the Instructor Guide, timed agenda, vignettes and slide deck.  These documents will be available, from the CE Sponsor, the week of July 30, 2018.  

Instructors are also required to complete the online Instructor Attestation.     


Contact CFP Board's Continuing Education Staff by email,, or call (202) 379-2221.

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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.