Continuing Education Seminar Registration for Financial Advisors

Streamline Your Continuing Education Registration

Financial advisors need to maintain their credentials through ongoing education, and managing CE credit tracking shouldn't add friction to professional development. This Continuing Education Seminar Registration Form is designed specifically for financial advisors pursuing CFP® credits, CPE hours, and other professional certifications.

Built with Paperform, this template handles everything from session selection and attendance format preferences to payment processing and automated certificate delivery. Whether you're hosting single workshops or multi-session series, this form adapts to your program structure while capturing all the details needed for compliance and credit reporting.

Perfect for Financial Services Education Providers

This form is ideal for professional associations, training organizations, broker-dealers, RIA firms, and continuing education providers serving:

• Certified Financial Planner (CFP®) professionals tracking continuing education credits
• Financial advisors and planners maintaining licenses and certifications
• Investment professionals pursuing ongoing professional development
• Wealth management firms coordinating team training programs

Key Features Built for CE Program Management

The form collects all essential information including advisor credentials, CE credit requirements, preferred learning format (virtual vs. in-person), individual session or series registration, and payment details. Conditional logic shows relevant fields based on attendance type—asking for dietary preferences for in-person attendees while virtual participants receive technical requirements.

With Paperform's payment integration, you can charge different rates for virtual versus in-person attendance, offer early-bird pricing, or provide member discounts—all calculated automatically within the form. The professional, on-brand design ensures your registration experience matches the quality of your educational programming.

Automate CE Certificate Delivery with Stepper

Once an advisor completes your seminar, certificate delivery should be immediate and accurate. Connect this form to Stepper to automatically generate personalized CE certificates with the correct credit hours, program details, and advisor information, then email them directly or log completion in your learning management system. You can also trigger reminder emails for upcoming sessions, sync registrations to your CRM, and update attendance tracking spreadsheets—all without manual data entry.

For programs requiring signed agreements or compliance acknowledgments, Papersign can transform form submissions into eSignature-ready documents, ensuring you have proper records for audit purposes while maintaining a seamless advisor experience.

Built for Financial Services Compliance and Growth

This template gives education providers, professional associations, and financial firms a complete registration solution that supports both operational efficiency and advisor satisfaction. With SOC 2 Type II compliance, robust data security, and flexible integrations, Paperform ensures your CE program meets industry standards while scaling with your growing course catalog.