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your organization as a CE Sponsor

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to your organization’s
online CE Sponsor account

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 60,000 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 ethical 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 CFP Board's Continuing Education Sponsor Registration Agreement to review 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.

2010 Updates to CE Sponsor and Program Registration Process

On September 21, 2009, CFP Board announced upcoming changes to CFP Board’s continuing education policies. The following is a brief overview of some changes that will go into effect January 1, 2010:
  • CE Sponsor registration with CFP Board will be required on an annual, calendar year basis.
  • CE programs offered by registered CE Sponsors will be registered with CFP Board on an annual, calendar year basis, with program application fees determined by the length of each individual program (number of hours).
  • CFP Board will discontinue the “Web link” option and associated fee for CE Sponsors who wished to have their Web site appear as a link on CFP Board’s listings of CE Sponsors; CFP Board’s Web site will hold links for all sponsors who provide valid Web site addresses.
The updated policies were established in an effort to best meet the needs of our growing sponsor registry, to ensure the ongoing widespread availability of quality continuing education options for CFP® certificants, and to maintain the rigorous standards CFP Board has established for the CFP® certification. Learn more about the 2010 CE policy updates >

Register Online as a CE Sponsor
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.
  • Sign CFP Board's CE Sponsor Agreement form.
  • Pay the 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.

Register CE Programs Online
Online program registration is now available for CE Sponsors currently registered with CFP Board.

(Please Note: Online registration is NOT currently available for programs related to CFP Board’s ethical standards. To register programs related to CFP Board’s ethical standards, complete and return a CFP Board Ethics Continuing Education Sponsor Agreement and then complete the CFP Board Ethics CE Program Application.)

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 program registration fee online with a valid credit card.
  • 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

  • CFP Board held a free "CE Sponsor Program - Back to Basics" Webinar on Wednesday, January 20, 2009 from 2:00–3:00 p.m. (Eastern Time) to review CFP Board's continuing education standards and the basic tools CE Sponsors need to provide quality continuing education programming for CFP® certificants. A recording of the Webinar is now available and can be viewed on CFP Board's YouTube channel.
    • The presentation slides are also available for review.
  • CFP Board held a free Webinar on Friday, October 23, 2009 from 1:00–2:30 p.m. (Eastern Time) to address questions about the upcoming CE policy changes. A recording of the Webinar is now available and can be viewed on CFP Board's YouTube channel.
    • The presentation slides are also available for review.
  • On September 21, 2009, CFP Board announced upcoming changes to CFP Board’s continuing education policies that will take effect January 1, 2010. The updated policies were established in an effort to best meet the needs of our growing sponsor registry, to ensure the ongoing widespread availability of quality continuing education options for CFP® certificants, and to maintain the rigorous standards CFP Board has established for the CFP® certification. Learn more >
  • Read CFP Board's communications to CE sponsors >

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