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