As a CE Quality Partner, A.D. Banker has demonstrated a commitment to developing continuing education (“CE”) programs that meet a high set of standards outlined by CFP Board. To achieve and maintain status as a CE Quality Partner, A.D. Banker agreed to have a random number of self-study and live programs reviewed against a rigorous evaluation rubric developed by CFP Board’s Council on Education. A.D. Banker is now one of only nine CE Sponsors listed on CFP Board’s website as a CE Quality Partner and is authorized to identify itself as such on its program materials.
A not-for-profit certifying organization, CFP Board owns the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks, which it awards to individuals who meet its education, examination, experience, ethics and other requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the U.S., each of whom must complete a minimum of 30 CE hours every two years as part of the requirements for renewal of CFP® certification.
The CE Quality Partner program is part of the multi-year CE Quality Initiative that CFP Board’s Board of Directors approved, with the goal of assuring that CFP® professionals have access to a variety of quality CE opportunities that are diverse in their content, format and delivery. CFP Board has implemented several phases of the initiative, focused on improvements to CE standards identified by the Council for Education to better align CFP Board with industry best practices.