CFP Board Ethics Content
CFP Board Ethics Content
The Ethics CE program curriculum will introduce CFP® professionals to the Code of Ethics and Standards of Conduct.
Please review all documents associated with your selected delivery model. These documents provide the content and activity options required to plan your program including specific instructions for their use.
Last Update: June 30, 2024
2024 UPDATED ETHICS CE CONTENT
CFP Board has adopted an updated Ethics CE program that will go into effect on June 30, 2024.
For this update, the Continuing Education team worked with a volunteer Advisory Group composed of CFP® professionals, with members representing perspectives from educational providers, as well as across the CFP® professional community. The work of these volunteers was shared with the CFP Board Professional Standards & Legal team to complete this program update.
Below are the updated Ethics CE materials.
- UPDATED 2024- PRESENTATION TEMPLATE (LIVE): Presented in PowerPoint format, the content contained in this slide-deck is recommended for any Ethics CE presentation. Any changes made to the presentation must be submitted for review through CESponsor@cfpboard.org before the program goes live.
- UPDATED 2024- PRESENTATION TEMPLATE (SELF-STUDY): Presented in PowerPoint format, the content contained in this slide-deck is recommended for any self-study Ethics CE presentation. Any changes made to the presentation must be submitted for review through CESponsor@cfpboard.org before the program goes live.
- UPDATED 2024- CE SPONSOR GUIDE- SELF-STUDY (ONLINE) PROGRAM DELIVERY 2024: Includes presentation guidelines, assessment requirements, agenda, and rubric.
- UPDATED 2024- CE SPONSOR & INSTRUCTOR GUIDE: LIVE PROGRAM DELIVERY: Includes presentation guidelines, assessment requirements, agenda, and instructor eligibility.
- UPDATED 2024- ETHICS CE ASSESSMENT QUESTIONS - LIVE PROGRAM DELIVERY: Ethics CE Sponsors can brand and customize this evaluation template however they view appropriate. Evaluations should be scanned and emailed to CESponsor@cfpboard.org or this link should be shared with attendees: https://survey.alchemer.com/s3/7820118/CFP-Board-CE-Ethics-Course-Taker-Survey
- A COMPANION GUIDE TO ETHICS CE: Ethics CE Sponsors should provide this guide to course participants.
- CFP BOARD 2024 CODE & ETHICS INTRO Video
- LO5 CFP BOARD ENFORCEMENT PROCESS OVERVIEW Video
Please direct any questions related to Ethics CE to CESponsor@cfpboard.org or 202-379-2227.