In order to maintain and improve your professional competence, we recommend you complete a minimum of 20 hours of CE activities, inclusive of 2 hours in the content areas of Standards, Ethics, and Regulations (SER), each calendar year.

Record and Manage Your CE Credits

• Record your learning activities from the CFA Institute website.
• Enter activities from other providers and sources.
• Print and save reports on current and prior years participation. 
• Carry forward your credits once you reach the minimum recommendation of 20 CE credits, two of which include SER credits.

Calculating CE Credit

We provide automated entry of CE credits for a variety of learning activities. 

When manual tracking is necessary, use the following guidelines and reference times:

• One CE credit hour is equal to one hour of educational activity. Credit may also be earned in half-hour increments (rounded to the nearest half hour). If applicable, Standards, Ethics, and Regulations (SER) credit is a subset (either in part or whole) of the total credit earned.
• Credit earned for an activity can be calculated by using clock time (the actual time spent engaged in the educational activity) or by using our recommended reference times below.

Recommended Reference Times

Find reference times for more activities (PDF).

Confirm your Participation
You can attest to completing the recommended hours for the prior calendar year during the online member renewal process occurring in the spring of each year. During this process, you can print your CE certificate by following step-by-step instructions (PDF). 

For example: You will be eligible to attest your participation in the 2011 CE Program during the online member renewal process in 2012.

View your CE attestation history.