CFA Institute

To succeed in a highly competitive and ever-changing marketplace that values expertise and trustworthiness, investment professionals must be committed to furthering their knowledge, skills, and abilities.

In order to meet the needs of our constituents most effectively and efficiently in their quest to best serve their clients ethically and competently, we:

• Provide a high-quality and comprehensive suite of educational products.
• Recognize and support our member societies as providers of quality programming at the local level and support them in their efforts.
• Partner with third-party organizations, through the Approved-Provider Program, that aspire to meet our high standards.

We offer the voluntary Continuing Education (CE) Program as a tracking framework for our members.

• Design your program
• Track your progress
• Get recognition

The CIPM Mandatory Continuing Education (MCE) program requires certificants to engage in ongoing professional development as a condition of retaining the right to use the CIPM designation.

• Review program requirements
• View activity guidelines
• Document your activities