Certified Financial Planner Board of Standards Inc.

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Continuing Education Sponsors

What are continuing education (CE) sponsors?

Continuing education sponsors are organizations that have submitted their programs to CFP Board for review to verify that the programs meet CFP Board’s continuing education standards. Only those CE sponsors who have registered programs with CFP Board may advertise that the programs have been submitted to CFP Board for CE credit.

How can my organization benefit from becoming a CE sponsor?

There are more than 57,000 CFP® certificants in the United States today, and each certificant must complete at least 30 hours of continuing education every two years, including a two-hour program on CFP Board's Code of Ethics and Professional Responsibility and/or Financial Planning Practice Standards. These numbers illustrate the opportunity that exists for CE sponsors to market their programs to CFP® certificants. To assist certificants in finding courses that have been accepted by CFP Board for CE credit, CFP Board lists CE sponsors on the Web site.

Where can I learn more?

Download the Terms and Conditions of CE Sponsor Registration.

To view the subjects that CFP Board accepts for CE credit, see Appendix A of the CFP® Certification: Policies, Renewal Requirements and Continuing Education Standards. In general, the CE program must increase the professional competency of CFP® certificants; be developed by person(s) qualified in the subject matter; contain current, accurate content; be presented in an appropriate design and format; and use a title that accurately represents the program's content.

Online CE sponsor registration is now available. To register your organization with CFP Board as a CE sponsor, you will need to:

Set up your organization's secure online account with CFP Board.
Provide information about your organization's main contact.
Agree to abide by CFP Board's Terms and Conditions of CE Sponsor Registration.
Pay the $100 CE sponsor registration fee online with a valid credit card.

To register online as a CE sponsor, click the "Register Online" button below.

If you have questions about registering as a CE sponsor, please call CFP Board at 800-487-1497 or e-mail cesponsor@CFPBoard.org.

Online program registration is now available for CE sponsors currently registered with CFP Board.

(Please Note: Online registration is NOT currently available for Conferences longer than one day, Conferences with breakout sessions, and programs related to CFP Board’s Code of Ethics and/or Practice Standards. To register a Conference, please complete and return a CE Conference Application. To register programs related to CFP Board’s Code of Ethics and/or Practice Standards, please complete and return a Sub-Agreement for CE Programs on CFP Board’s Ethical Standards.)

To register CE programs with CFP Board online, you will need to:

Provide information about the CE program, including the title, the program ID number, one or two paragraphs describing the content of the program, and contact information from the program contact person.
Indicate the method of delivery for the program (live, self-study or internet).
Request the number of CE hours the program will be accepted for, including which financial planning topics those hours relate to (General Principles of Financial Planning, Insurance Planning and Risk Management, Employee Benefits Planning, Investment Planning, Income Tax Planning, Retirement Planning or Estate Planning).
Provide the start date of the program.
Pay the $50 program registration fee online with a valid credit card (unless your organization has provided CFP Board with documentation of its not-for-profit status and qualifies for reduced fees of $25 or $0, based on whether attendees are charged).
Provide acknowledgement that the program meets CFP Board's continuing education standards.

To register new CE programs online, click the "Login" button below and follow the step-by-step instructions for registering CE programs. If you have not logged in before, your organization's password will be set to your organization's CFP Board CE Sponsor ID number.

Tools & Resources

News & Updates

Read CFP Board's recent communications to CE sponsors >
Effective January 1, 2006, all CFP Board CE Sponsors are required to report attendee lists electronically. Learn more about the Electronic Transfer process >

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