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The CFP® professional who has been designated by a CE Sponsor to lead a Live Ethics CE course must complete this form a minimum of 14 business days before the first course date.

Personal Information

Instructor Eligibility

Please review the instructor requirements carefully. You must meet and/or agree to each of the terms listed below, by placing a check in the box, to be eligible to lead a CFP Board Ethics course.


By checking “I Acknowledge” below, I attest that the information provided here is accurate and complete. I further acknowledge that CFP Board will be soliciting feedback from those participating in courses I lead and may as evaluations warrant, rescind this acceptance of my eligibility.