This CFP Board Continuing Education (CE) & Ethics Updates Course is designed for CE program sponsors, providers, and administrators who support Certified Financial Planner® professionals in meeting continuing education requirements. The course covers reporting registered and non-registered CE credits, using the CFP Board’s “Find a CE Program” tool, and understanding the new CE sponsor portal.

Participants will also learn about general CE program requirements, attendance reporting, and quarterly updates for CE sponsors, ensuring compliance with the CFP Board’s rigorous standards. Special emphasis is placed on ethics continuing education, including updates for online and live program providers, instructor training webinars, and mandatory criteria reviews.

By following these guidelines, CE sponsors can maintain program quality, ensure accurate reporting, and deliver ethical and effective continuing education to CFP professionals. The course is ideal for those responsible for managing, updating, or delivering CE programs, providing practical tools and insights to meet CFP Board requirements efficiently and effectively.