Guides & Recordings
Guides & Recordings
The resources available on this page are intended for CFP Board's Continuing Education (CE) Sponsors to assist in the registration and maintenance of their program status. The guides, tutorials and recorded webinars cover a variety of topics from submitting a CE program application to attendance reporting.
Building Quality Education Programs
The CFP Board Council on Education has developed a set of CE Quality Standards that any CE Sponsor can easily incorporate into the program planning process. Each Guidance Document breaks down a specific program planning step with brief explanations, summary of best practices and applicable examples.
Guidance Document - Levels of Complexity
Guidance Document - Writing Meaningful Learning Objectives
Guidance Document - Developing a Learning Plan
Guidance Document - Developing a Quality Live Program
Guidance Document - Developing a Quality Online Course
Guidance Document - Program Evaluation Template
Guidance Document - Designing a Program Evaluation
Quick Guides
CFP Board has developed the following documents as a resource for CE Sponsors.