Mandatory Continuing Education

 

Activity Guidelines 

 

Types of Activities 

Select any combination of the following:

• Self-study (i.e., reading, researching, etc.)
• Employer-based (i.e., in-house training)
• Programming sponsored by CFA Institute, member societies, and approved providers
• Activities offered by unaffiliated organizations/providers in any language

 

Qualifying for Credit

To qualify for credit, activities must have educational content that is relevant to and intended for professionals and either:

• Covers an investment topic or
• Contributes substantively to your development as an investment performance professional

 

View the complete list of topics

 

Need more clarification? View examples:

• Activities that qualify
• Activities that do not qualify
  
• Activities that require special consideration

 

Print the complete program manual (PDF).