How to Qualify to Offer CFP CE Credit
Amanda Larson
September 18, 2024
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:
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| CONTENT REQUIREMENTS | Content should be:
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| DELIVERY FORMAT | The delivery of your content will need to be:
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| 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.
