CE Partner Registration

Partner Information

First Name *

Middle Name

Last Name *

Company Name *

Email * (Will not be displayed publicly)

Public Email * (Displayed on profile)

Website

Organization Type *

Profit Non profit

Address Line 1 *

Address Line 2

City *

State / Province *

Zip / Postal Code *

Country *

Phone Number * (e.g., 212-555-1212)

ext

Login Information

Password *

Confirm Password *

Terms and Conditions

I acknowledge that the programs submitted meet the following requirements:
a) they contribute to increasing the professional competency of participants
b) they are developed by persons qualified in the subject matter
c) the content is current, correct and presented in appropriate design and format
d) the titles accurately represent the course content and purpose
e) they are not specific to public accounting, computer hardware and software, marketing, practice management, sales or specific company or product presentations;

IDFA defines practice management programs as programs focused on the planning, development and management of a CDFA® certificant's business operations, including topics such as office management, business model design, budgeting processes, leadership training, and other activities that don't directly contribute to the knowledge, skills and abilities needed for a CDFA® certificant to provide competent and ethical financial planning to clients.

I further acknowledge that IDFA has right to audit program materials to verify they meet the requirements, and I agree to fully cooperate with all IDFA requests for information regarding the programs submitted.

I acknowledge and agree to the terms above. *