Process to Become an Approved Provider

 

Application

The Approved-Provider Program is designed to provide CFA Institute members with high-quality professional development opportunities through partnerships with select organizations. The process to become an Approved Provider is a selective one. Before completing and submitting an application (PDF) for your organization, please make sure that your programs meet eligibility requirements by reviewing the program guidelines (PDF).

 

Please note that the following program types are not eligible for submission:

 

• Preparatory courses for designations or exams
• Company presentations or programs with a product marketing focus
• Programs where the speaker is permitted to pay for the presentation opportunity

 

All programs offered under the Approved-Provider Program must be submitted to CFA Institute for review. Because programs are reviewed on a monthly basis, providers must submit programs for review no later than forty-five (45) business days prior to the scheduled program date. CFA Institute will notify providers of program eligibility for each submitted program.

 

Fees

Approved-Provider Program fees are organized by provider type. Please select the provider type that best describes your organization: academic, for-profit, or non-profit.

 

Renewal

In order to retain the status of Approved Provider, providers must submit and offer at least one (1) approved program per calendar year. Actively participating providers will be automatically renewed each calendar year. In the event a provider does not meet this requirement, the provider must complete and submit a new along with the applicable registration fee.

 

Forms and Contacts

Please see the program FAQs for answers to common questions, or contact us for more program details.

 

View all provider forms.

 

Learn more about CFA Institute.