Ethics CE Sponsors

Ethics CE Instructor Attestation Form

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

First Name Last Name CE Sponsor Name CFP Board ID Email CE Sponsor ID

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.

I am currently certified and have been continually certified as a CFP® professional for at least five years or I am a CFP Board Emeritus™ member

I am not, nor have I been the subject of an investigation (pending or otherwise) by CFP Board or any federal or state regulator within the past five years.

I participated in a live Instructor webinar/viewed the live webinar recording (add date below).

Date of Attendance or Online Viewing

I agree to conduct the Live Ethics course in a manner consistent with the instructions provided through that webinar and in the Course Detail Package.

I understand that CFP Board will conduct a background check based on the information provided here and that the outcome of this check will be the final determination of my eligibility.

Acknowledgement*

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.

I Acknowledge