Design Your Program
Activity Recommendations
A wide variety of quality products and opportunities to choose from
Credit earned for the following activities is automatically recorded in
your CE Diary:
- Attending CFA Institute conferences
- Attending Approved-Provider programs offered by local societies and select organizations
- Passing Level I, II, and/or III of the CFA exam
-
Passing the CIPM Principles and/or Expert exam
- Volunteering with exam grading and many committees
You can also use your CE Diary to
manually record credit earned for activities like:
- Reading investment-related publications such as Financial Analysts Journal and Conference Proceedings articles, Research Foundation books, and CFA Institute Centre publications
- Watching webcasts
- Staying up to date with CFA Refresher Readings for charterholders
- Participating in training sessions offered by your employer
- Earning another investment-related designation
- Attending a University course/program
- Completing MCE for another investment-related designation
- Preparing for a regulatory exam
- Conducting research
- Preparing for teaching, lecturing, and/or presenting





