CFP Course Instructor Assessment Form

Financial planning education requires exceptional instruction to prepare candidates for the rigorous CFP certification exam and real-world client service. This CFP Course Instructor Assessment Form helps training programs, continuing education providers, and financial planning schools gather detailed feedback on instructor performance across all critical competency areas.

The template evaluates how effectively instructors explain complex topics like fiduciary duty standards, tax strategy application, retirement planning frameworks, and exam preparation techniques. Students can rate teaching clarity, case study relevance, responsiveness to questions, and overall preparedness—feedback that directly improves course quality and pass rates.

Built with Paperform, this assessment form combines professional design with intelligent conditional logic to capture nuanced feedback efficiently. Use multi-page layouts to organize questions by topic area, or switch to Guided Mode for a more conversational evaluation experience. The form includes rating scales, matrix questions for multi-dimensional feedback, and open-ended fields for detailed comments.

After submission, responses flow directly into your preferred tools via Paperform's native integrations or Stepper workflows. Automatically compile instructor scorecards, flag areas needing improvement, notify program directors of concerning feedback, and maintain compliance documentation—all without manual data entry.

For financial planning programs managing multiple courses and instructors, Paperform's Agency+ plan lets you create branded evaluation forms for each program track while centralizing all feedback data. SOC 2 Type II compliance ensures sensitive student feedback remains secure, and custom success pages can thank students while providing resources for additional support.

Whether you're running CFP board-registered programs, continuing education courses, or in-house training for advisory firms, this template gives you a professional, conversion-optimized starting point that respects both the evaluator's time and the importance of quality financial planning education.