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How to Qualify to Offer CFP CE Credit

Avatar photo Amanda Larson

September 18, 2024

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Offering CFP CE credit is a great way to add value to and drive more interest in your content — whether it’s a book or an article, a webinar or live event, or a dedicated learning program.

Here’s how to qualify:

  • Register to become a CE sponsor by emailing cesponsor@cfpboard.org or completing the form here.
  • Once approved, you’ll be prompted to pay the $500 annual fee.
  • Following your sponsorship confirmation, each resource will need to be submitted for approval through your online account. The CFP Board only accepts programs that address topics listed in their Principal Knowledge Topic List, including:
    • Professional conduct and regulation
    • General principles of financial planning
    • Risk management and insurance planning
    • Investment planning
    • Tax planning
    • Retirement savings and income planning
    • Estate planning
    • The psychology of financial planning

Key Considerations for CFP Board Resource Submission 

PROGRAM OVERVIEW Include the number of CE hours, how attendance will be determined (including whether there are expectations for participation), and how CE hours will be reported.
LEARNING OBJECTIVES Define your resource with a short, 2-3 sentence description that meaningfully describes what will be covered, as well as:

  • Learning objectives that clearly outline the intended outcomes (aim for three objectives per 60-90 minute session for events)
  • A stated level of complexity:
    • Overview (entry level/introductory)
    • Intermediate (assumes base knowledge/previous exposure to the topic)
    • Advanced (assumes detailed knowledge/extensive exposure to the topic)
    • An identified target audience based on necessary background and relevant experience
CONTENT REQUIREMENTS Content should be:

  • Developed by Subject Matter Expert(s) recognized as a domain expert and person of authority on the topic
  • Objective in its delivery; free from sales or product pitches 
  • Proper citation of facts, data, quotes, paraphrasing, and supplemental information
  • Able to stand up to peer review and fact-checking
  • Presented in a professional manner
  • Aligned with a specific level of complexity and identified audience
DELIVERY FORMAT The delivery of your content will need to be:

  • Consistently designed and structured
  • Interactive to promote learning and concept retention 
  • Inclusive of “real” case studies applied in diverse settings and representing real life client situations
POST-PROGRAM RESOURCES  Include resources participants can use post-event attendance or content consumption.

 

If you’d like additional assistance organizing, facilitating and promoting CE accredited content, our team is here to help! Get in touch with us today.