The Whole Trip, Without a Sign-In Sheet
Advisors Register
Your form asks for the CFP Board ID and checks it as they type, so an entry that isn't a CFP Board ID is fixed before they've even joined.
They Attend
Zoom and GoToMeeting attendance syncs on its own, and in-person events check advisors in at the door.
They Finish and Get Their Certificate
The evaluation or quiz you require comes first, then the certificate, so only advisors who completed are reported.
The File Arrives
Every completion lands in a file in CFP Board's layout, CFP Board ID and program ID filled in, emailed to whoever uploads.
- Column 1, header: CFP Program ID, from: Credit field › CFP Board Program ID Formatting:Trim spaces
- Column 2, header: Date Individual Completed, from: Completion › Completion date Formatting:Write the date as
%m/%d/%Y - Column 3, header: Attendee CFP Board ID, from: Registration field › CFP Board ID Formatting:Digits only
- Column 4, header: Attendee Last Name, from: Registration field › Last name Formatting:Name cleaner
- Column 5, header: Attendee First Name, from: Registration field › First name Formatting:Name cleaner
- Column 6, header: Attendee Middle Name, from: Fixed text : Text for every row
Hours Back After Every Program
Retyping Sign-In Sheets
Each row comes straight from the advisor's own registration.
Chasing Missing IDs
The CFP Board ID is asked once, up front, and checked on the spot.
Watching the Calendar
The file goes out weekly, or whenever you choose, without anyone remembering.
Reporting Anyone Twice
Each completion goes into exactly one file. Nobody doubled, nobody missed.
Guessing What's in the File
A preview shows the next file's real rows, every ID already checked at registration.
Digging for Last Quarter's Batch
Send History keeps every file for a year, with a download and Resend.
We just launched our first event with LecturePanda and all of our learners were really happy about it, everybody felt that the process was very straightforward, very easy. They loved it. We got really good feedback on the user experience. I felt like it represented our program in a very professional way.
Questions from CE Sponsors
How long does setup take?
One short sitting. Choose "Start from a board's format" in a Spreadsheet Report and pick CFP Board, choose the registration question that holds the CFP Board ID or let LecturePanda create it, and type each program's CFP Program ID on its credit. We're glad to set it up with you on a call using one of your own programs.
What do we need to have ready?
The CFP Program ID for each program and the email address of whoever signs in to upload. LecturePanda takes care of the layout, the headings, the dates and the schedule.
What if an advisor types their CFP Board ID wrong?
The CFP Board ID question checks the entry as the advisor registers, so a stray letter or symbol is fixed on the spot by the person who knows their number. The preview shows the next file's rows before it goes, and Send History keeps every file, with its rows, so a fix starts from the exact file you sent.
Does it work for free webinars and in-house advisor training?
Yes. A broker-dealer training its own advisors, an asset manager's free webinar and a ticketed conference all report the same way, and Spreadsheet Reports are part of the LecturePanda subscription. Pricing is an annual subscription plus participants; see pricing.
Can we still change the file?
Yes. Once it's set up, the CFP Board report is an ordinary Spreadsheet Report: change the schedule, add recipients or a Google Drive folder, or adjust a column. Send a test shows you the result before anything goes out.
How does it fit the programs we already run?
Attach the CFP Board report to a program's credits and every completion from then on goes into the next file. Registration, member pricing from your AMS, attendance, evaluations and certificates carry on as they are.
Looking for the CFP Board website?
CFP Board's pages for CE Sponsors are at cfp.net.
Also for Financial and Tax Professionals
IRS PTIN CE
PTINs checked at registration, files sent to your PPOC.
NMLS
Mortgage loan originator CE, ready for credit banking every morning.
Spreadsheet Reports
Completions in any recipient's columns, on a schedule.
Sponsoring CE for CFP Professionals?
Bring one of your programs to a demo and we'll set up its attendance file with you, from the CFP Board ID question to the file you upload.
Request a Demo