Mandatory Continuing Education

 

Activity Documentation Form

 

Note: Print and retain this completed form for one calendar year following the end of the three-year MCE period in which the activity took place.  Submit your documentation to cipm@cfainstitute.org or via fax at +1(434) 951-5262.

 

Full name:

 

ID:

 

1. Describe the activity (including title, author, event date, event location, etc.):

 

Do not type more than 15 lines.

 

2. Complete either Section A or Section B:

 

A. To which topic(s) on the TIPs list does the activity pertain?

 

B. Briefly state how the activity contributed to your development as an investment performance professional.

 

 Do not type more than 15 lines.

 

3. Activity completion date (DD, MM YYYY format):

 

4. Total credit earned for this activity: