Public
The CE Approved-Provider Program

Continuing education (CE) is critical in helping our members develop professional expertise, build their businesses, and stay on top of a rapidly changing investment industry. Our Code of Ethics and Standards of Professional Conduct, attested to on a yearly basis by our membership, incorporates the member obligation to “maintain and improve their professional competence.” 

To offer our members access to high-quality, continuing education opportunities, we partner with a limited number of globally diverse, select educational providers that pledge to uphold our rigorous standards.

Opportunities to participate in the CE Approved-Providers Program are considered on a case-by-case basis, and while there are minimum eligibility requirements to submit an application, meeting these requirements is not sufficient to achieve a partnership. CFA Institute reserves the right, at its sole discretion, not to approve an application for status as an Approved Provider. Contact us for more details.

Approved-Provider Program benefits and requirements.


Current CE Approved-Provider Directory

Americas Region

Fitch Training

Program type: Live courses
Program location: Global

Program topic(s): Corporate Finance, Derivatives, Financial Statement Analysis, Fixed Income, Portfolio Management, Quantitative Methods, Risk Management

Fitch Training was founded in 1987 with the vision of providing a niche, quality service to the financial community. Fitch is a specialist firm that provides credit training to regulators, bankers, and investors around the world. Fitch trains over 7,000 professionals each year by offering practical, effective, and topical courses which equip participants to substantially improve their job performance.


GARP

Program type: Live courses, Webinars
Program location: Global and online

Program topic(s): Corporate Finance, Derivatives, Financial Statement Analysis, Fixed Income, Quantitative Methods, Risk Management

The Global Association of Risk Professionals (GARP), founded in 1996, serves close to 100,000 risk management practitioners and researchers representing banks, investment management firms, government agencies, academic institutions, and corporations from more than 167 countries worldwide. GARP's mission is to be the leading professional association for risk managers, managed by and for its members, dedicated to the advancement of the risk profession through education, training, and the promotion of best practices globally.

GARP's public training courses are delivered by a team of highly skilled trainers who possess a wealth of knowledge and experience. GARP’s training style is intensive and interactive, with case studies and practical examples used to reinforce theories. All training courses qualify for continuing education credits.


London Financial Studies

Program type: Live courses
Program location: London, New York

Program topic(s): Behavioral Finance, Derivatives, Fixed Income, Portfolio Management, Quantitative Methods, Risk Management

Due to their concentration exclusively on capital markets, London Financial Studies has become widely acclaimed as one of the best teaching resources for capital markets practitioners in the past decade. London Financial Studies provides individuals, teams, and companies with expert teaching that combines theoretical understanding with practical experience and equips them to operate at the highest levels of efficiency and profitability.

Moody's Analytics

Program type: Online programs, Live seminars
Program location: Global and online

Program topic(s): Alternative Investments, Corporate Finance, Derivatives, Leadership, Management, and Communication Skills, Fixed Income, Risk Management, Portfolio Management

Moody's Analytics is a leading provider of research, data, analytic tools, and related services to debt capital markets and credit risk management professionals worldwide. Moody's has been designing, developing, and delivering multifaceted training programs for nearly 30 years and provides high-quality, professional training in a variety of methods covering a wide range of topical areas.


MSCI Barra

Program type: Seminars, Webinars, Live conferences
Program location: Global and online

Program topic(s): Equity Investments, Fixed Income, Performance Measurement and Evaluation, Portfolio Management, Quantitative Methods, Risk Management

MSCI Barra is a leading provider of investment decision support tools to investment institutions worldwide. MSCI Barra products include indices and portfolio risk and performance analytics for use in managing equity, fixed income, and multi-asset-class portfolios. MSCI Barra’s goal is to leverage their deep understanding of the world's financial markets to turn data-driven insights into tools that their clients can use to meet their own investment process needs.


National Association for Business Economics (NABE)

Program type: Webinars, Live annual conference, Programs
Program location: United States and online

Program topic(s): Economics

The National Association for Business Economics (NABE) is an association of professionals who have an interest in business economics and who want to use the latest economic data and trends to enhance their ability to make sound business decisions. NABE has approximately 2,500 members representing more than 1,500 businesses and other organizations from around the world. NABE actively offers educational podcasts, an annual conference, meetings, and networking opportunities.


Professional Risk Managers' International Association (PRMIA)

Program type: Seminars, Online programs, Live executive education
Program location: Global and online

Program topic(s): Risk Management

Formed in January of 2002, PRMIA is a higher standard for risk professionals, with nearly 70 chapters around the world and more than 55,000 members from over 180 countries. A non-profit, member-led association, PRMIA is dedicated to defining and implementing the best practices of risk management through education including online, classroom, and in-house training; events; networking; and online resources.


SNL Center for Financial Education

Program type: Seminars, Webinars, Live conferences
Program location: United States and online

Program topic(s): Corporate Finance, Economics, Equity Investments, Financial Statement Analysis, Fixed Income, Performance Measurement and Evaluation

SNL Center for Financial Education is a leading provider of sector-specific conferences and seminars for professionals focusing on the banking, insurance, energy, real estate, and media sectors. SNL programs focus on content, analytical tools, and concepts that attendees can immediately use. Program speakers are drawn from the ranks of acknowledged experts with the goal of exposing participants to a variety of perspectives and approaches.


Society of Quantitative Analysts (SQA)

Program type: Live seminars, Events
Program location: New York, NY, USA

Program topic(s): Portfolio Management, Quantitative Methods

Founded in 1972 as the Computer Applications Symposium of the New York Society of Security Analysts, Inc., the current name was adopted in 1989 when the Society of Quantitative Analysts (SQA) incorporated. Today, the SQA has over 300 members located in New York and across the nation. The principal mission of the SQA is to encourage the dissemination of leading-edge ideas and innovations related to the work of the investment professional, including analytical techniques and technologies for investment research and management. The SQA holds monthly meetings, half-day programs, and seminars throughout the year.


Asia Pacific Region

Courses & Seminars Limited

Program type: Live courses, Seminars, Conferences, Workshops
Program location: Hong Kong

Program topic(s): Alternative Investments, Corporate Finance, Derivatives, Risk Management, and Standards, Ethics, and Regulations (SER)

Courses & Seminars Limited provides high-quality training to professionals and executives covering a wide range of financial topics. Program speakers are selected from governmental and regulatory agencies, leading law firms, international accounting firms, investment banks, financial institutions, leading fund management houses, listed companies, and distinguished members from the judiciary, the bar, and academia.


Fitch Training

Program type: Live courses
Program location: Global

Program topic(s): Corporate Finance, Derivatives, Financial Statement Analysis, Fixed Income, Portfolio Management, Quantitative Methods, Risk Management

Fitch Training was founded in 1987 with the vision of providing a niche, quality service to the financial community. Fitch is a specialist firm that provides credit training to regulators, bankers, and investors around the world. Fitch trains over 7,000 professionals each year by offering practical, effective, and topical courses which equip participants to substantially improve their job performance.


GARP

Program type: Live courses, Webinars
Program location: Global and online

Program topic(s): Corporate Finance, Derivatives, Financial Statement Analysis, Fixed Income, Quantitative Methods, Risk Management

The Global Association of Risk Professionals (GARP), founded in 1996, serves close to 100,000 risk management practitioners and researchers representing banks, investment management firms, government agencies, academic institutions, and corporations from more than 167 countries worldwide. GARP's mission is to be the leading professional association for risk managers, managed by and for its members, dedicated to the advancement of the risk profession through education, training, and the promotion of best practices globally.

GARP's public training courses are delivered by a team of highly skilled trainers who possess a wealth of knowledge and experience. GARP’s training style is intensive and interactive, with case studies and practical examples used to reinforce theories. All training courses qualify for continuing education credits.


Moody's Analytics

Program type: Online programs, Live seminars
Program location: Global and online

Program topic(s): Alternative Investments, Corporate Finance, Derivatives, Leadership, Management, and Communication Skills, Fixed Income, Risk Management, Portfolio Management

Moody's Analytics is a leading provider of research, data, analytic tools, and related services to debt capital markets and credit risk management professionals worldwide. Moody's has been designing, developing, and delivering multifaceted training programs for nearly 30 years and provides high-quality, professional training in a variety of methods covering a wide range of topical areas.


MSCI Barra

Program type: Seminars, Webinars, Live conferences
Program location: Global and online

Program topic(s): Equity Investments, Fixed Income, Performance Measurement and Evaluation, Portfolio Management, Quantitative Methods, Risk Management

MSCI Barra is a leading provider of investment decision support tools to investment institutions worldwide. MSCI Barra products include indices and portfolio risk and performance analytics for use in managing equity, fixed income, and multi-asset-class portfolios. MSCI Barra’s goal is to leverage their deep understanding of the world's financial markets to turn data-driven insights into tools that their clients can use to meet their own investment process needs.


Professional Risk Managers' International Association (PRMIA)

Program type: Seminars, Online programs, Live executive education
Program location: Global and online

Program topic(s): Risk Management

Formed in January of 2002, PRMIA is a higher standard for risk professionals, with nearly 70 chapters around the world and more than 55,000 members from over 180 countries. A non-profit, member-led association, PRMIA is dedicated to defining and implementing the best practices of risk management through education including online, classroom, and in-house training; events; networking; and online resources.


Swiss Finance Institute

Program type: Live executive education
Program location: Switzerland and Singapore

Program topic(s): Alternative Investments, Portfolio Management

The Swiss Finance Institute has become one of the major European providers of advanced executive education in banking and finance, offering a wide variety of high-quality programs that combine state-of-the-art knowledge, skills, and management with practical experience and professional insight. Created in 2005 through the merger of the Swiss Banking School and FAME, its aim is to advance research activity and to support executive education within the banking and finance industry.


Europe, Middle East, and Africa (EMEA) Region

Amsterdam Institute of Finance

Program type: Live executive education
Program location: Amsterdam, Netherlands

Program topic(s): Economics, Financial Statement Analysis, Portfolio Management

Amsterdam Institute of Finance (AIF) is a self-supporting, not-for-profit foundation, specializing in providing high-level financial training for executives. AIF’s status as an independent institution enables faculty to be selected from internationally renowned business schools such as INSEAD, IMD, Wharton, Harvard, and NYU. Participants in AIF courses have the advantage of learning from the world’s leading experts who also have significant teaching as well as consulting experience. Established in 1990 as an initiative of the Dutch financial community, AIF has built a strong presence worldwide for its open enrollment courses as well as its custom in-company training opportunities.


Bocconi University SDA Bocconi School of Management

Program type: Live executive education
Program location: Milan, Italy

Program topic(s): Equity Investments, Portfolio Management, Quantitative Methods

SDA Bocconi was established as Bocconi University's School of Management in 1971. SDA Bocconi has emerged as Italy's leading management school and as one of the most prestigious management schools in Europe and the world. SDA Bocconi is dually focused on the Italian and international markets and aims to train the next generation of global managers, economists, researchers, and academics. In addition to the MBA programs, SDA Bocconi runs international master's programs and short-term non-degree executive courses.


EDHEC-Risk Institute

Program type: Seminars, Live executive education
Program location: Europe

Program topics(s): Alternative Investments, Portfolio Management, Risk Management

EDHEC Business School has been offering management training and development programs since 1906 and is a member of the select group of academic institutions worldwide to have earned the triple crown of international accreditations (AACSB, EQUIS, Association of MBAs). The EDHEC-Risk Institute conducts world-class academic research and highlights its applications to the investment management industry. The Institute systematically seeks to validate the academic quality of its research through publications in leading scholarly journals and implements a multifaceted policy to optimize exchanges with the industry. It maintains a website devoted to asset management research for professionals, circulates a monthly newsletter to more than 200,000 practitioners, conducts regular industry surveys and consultations, organizes research conferences for the industry, and delivers executive education programs to hundreds of institutions yearly.


European Financial Management Association

Program type: Live conferences, Symposiums
Program location: Europe

Program topic(s): Corporate Finance, Risk Management, Standards, Ethics, and Regulations (SER)

The European Financial Management Association was founded in 1994 by Professor John Doukas to encourage research and disseminate knowledge about financial decision making in all areas of finance as it relates to European corporations, financial institutions, and capital markets. European Financial Management Association membership consists of academics, practitioners, and students from Europe and the rest of the world who are interested in the practice of sound financial management techniques and are dedicated to understanding and solving financial problems.


Fitch Training

Program type: Live courses
Program location: Global

Program topic(s): Corporate Finance, Derivatives, Financial Statement Analysis, Fixed Income, Portfolio Management, Quantitative Methods, Risk Management

Fitch Training was founded in 1987 with the vision of providing a niche, quality service to the financial community. Fitch is a specialist firm that provides credit training to regulators, bankers, and investors around the world. Fitch trains over 7,000 professionals each year by offering practical, effective, and topical courses which equip participants to substantially improve their job performance.


GARP

Program type: Live courses, Webinars
Program location: Global and online

Program topic(s): Corporate Finance, Derivatives, Financial Statement Analysis, Fixed Income, Quantitative Methods, Risk Management

The Global Association of Risk Professionals (GARP), founded in 1996, serves close to 100,000 risk management practitioners and researchers representing banks, investment management firms, government agencies, academic institutions, and corporations from more than 167 countries worldwide. GARP's mission is to be the leading professional association for risk managers, managed by and for its members, dedicated to the advancement of the risk profession through education, training, and the promotion of best practices globally.

GARP's public training courses are delivered by a team of highly skilled trainers who possess a wealth of knowledge and experience. GARP’s training style is intensive and interactive, with case studies and practical examples used to reinforce theories. All training courses qualify for continuing education credits.


London Financial Studies

Program type: Live courses
Program location: London, New York

Program topic(s): Behavioral Finance, Derivatives, Fixed Income, Portfolio Management, Quantitative Methods, Risk Management

Due to their concentration exclusively on capital markets, London Financial Studies has become widely acclaimed as one of the best teaching resources for capital markets practitioners in the past decade. London Financial Studies provides individuals, teams, and companies with expert teaching that combines theoretical understanding with practical experience and equips them to operate at the highest levels of efficiency and profitability.

Moody's Analytics

Program type: Online programs, Live seminars
Program location: Global and online

Program topic(s): Alternative Investments, Corporate Finance, Derivatives, Leadership, Management, and Communication Skills, Fixed Income, Risk Management, Portfolio Management

Moody's Analytics is a leading provider of research, data, analytic tools, and related services to debt capital markets and credit risk management professionals worldwide. Moody's has been designing, developing, and delivering multifaceted training programs for nearly 30 years and provides high-quality, professional training in a variety of methods covering a wide range of topical areas.


MSCI Barra

Program type: Seminars, Webinars, Live conferences
Program location: Global and online

Program topic(s): Equity Investments, Fixed Income, Performance Measurement and Evaluation, Portfolio Management, Quantitative Methods, Risk Management

MSCI Barra is a leading provider of investment decision support tools to investment institutions worldwide. MSCI Barra products include indices and portfolio risk and performance analytics for use in managing equity, fixed income, and multi-asset-class portfolios. MSCI Barra’s goal is to leverage their deep understanding of the world's financial markets to turn data-driven insights into tools that their clients can use to meet their own investment process needs.


Professional Risk Managers' International Association (PRMIA)

Program type: Seminars, Online programs, Live executive education
Program location: Global and online

Program topic(s): Risk Management

Formed in January of 2002, PRMIA is a higher standard for risk professionals, with nearly 70 chapters around the world and more than 55,000 members from over 180 countries. A non-profit, member-led association, PRMIA is dedicated to defining and implementing the best practices of risk management through education including online, classroom, and in-house training; events; networking; and online resources.


Saïd Business School of University of Oxford

Program type: Live executive education
Program location: United Kingdom

Program topic(s): Economics, Equity Investments, Fixed Income

Established in 1996, Oxford University’s Saïd Business School is Europe’s fastest-growing business school, with a reputation for innovative business education. Saïd Business School combines the highest standards of academic rigor with a practical understanding of business and wealth. Its faculty is engaged in boundary-extending research on key management issues and in dialogues with the wider intellectual community and industry practitioners.


Swiss Finance Institute

Program type: Live executive education
Program location: Switzerland and Singapore

Program topic(s): Alternative Investments, Portfolio Management

The Swiss Finance Institute has become one of the major European providers of advanced executive education in banking and finance, offering a wide variety of high-quality programs that combine state-of-the-art knowledge, skills, and management with practical experience and professional insight. Created in 2005 through the merger of the Swiss Banking School and FAME, its aim is to advance research activity and to support executive education within the banking and finance industry.


Online

GARP

Program type: Live courses, Webinars
Program location: Global and online

Program topic(s): Corporate Finance, Derivatives, Financial Statement Analysis, Fixed Income, Quantitative Methods, Risk Management

The Global Association of Risk Professionals (GARP), founded in 1996, serves close to 100,000 risk management practitioners and researchers representing banks, investment management firms, government agencies, academic institutions, and corporations from more than 167 countries worldwide. GARP's mission is to be the leading professional association for risk managers, managed by and for its members, dedicated to the advancement of the risk profession through education, training, and the promotion of best practices globally.

GARP's public training courses are delivered by a team of highly skilled trainers who possess a wealth of knowledge and experience. GARP’s training style is intensive and interactive, with case studies and practical examples used to reinforce theories. All training courses qualify for continuing education credits.


Moody's Analytics

Program type: Online programs, Live seminars
Program location: Global and online

Program topic(s): Alternative Investments, Corporate Finance, Derivatives, Leadership, Management, and Communication Skills, Fixed Income, Risk Management, Portfolio Management

Moody's Analytics is a leading provider of research, data, analytic tools, and related services to debt capital markets and credit risk management professionals worldwide. Moody's has been designing, developing, and delivering multifaceted training programs for nearly 30 years and provides high-quality, professional training in a variety of methods covering a wide range of topical areas.


MSCI Barra

Program type: Seminars, Webinars, Live conferences
Program location: Global and online

Program topic(s): Equity Investments, Fixed Income, Performance Measurement and Evaluation, Portfolio Management, Quantitative Methods, Risk Management

MSCI Barra is a leading provider of investment decision support tools to investment institutions worldwide. MSCI Barra products include indices and portfolio risk and performance analytics for use in managing equity, fixed income, and multi-asset-class portfolios. MSCI Barra’s goal is to leverage their deep understanding of the world's financial markets to turn data-driven insights into tools that their clients can use to meet their own investment process needs.


National Association for Business Economics (NABE)

Program type: Webinars, Live annual conference, Programs
Program location: United States and online

Program topic(s): Economics

The National Association for Business Economics (NABE) is an association of professionals who have an interest in business economics and who want to use the latest economic data and trends to enhance their ability to make sound business decisions. NABE has approximately 2,500 members representing more than 1,500 businesses and other organizations from around the world. NABE actively offers educational podcasts, an annual conference, meetings, and networking opportunities.


Professional Risk Managers' International Association (PRMIA)

Program type: Seminars, Online programs, Live executive education
Program location: Global and online

Program topic(s): Risk Management

Formed in January of 2002, PRMIA is a higher standard for risk professionals, with nearly 70 chapters around the world and more than 55,000 members from over 180 countries. A non-profit, member-led association, PRMIA is dedicated to defining and implementing the best practices of risk management through education including online, classroom, and in-house training; events; networking; and online resources.


SNL Center for Financial Education

Program type: Seminars, Webinars, Live conferences
Program location: United States and online

Program topic(s): Corporate Finance, Economics, Equity Investments, Financial Statement Analysis, Fixed Income, Performance Measurement and Evaluation

SNL Center for Financial Education is a leading provider of sector-specific conferences and seminars for professionals focusing on the banking, insurance, energy, real estate, and media sectors. SNL programs focus on content, analytical tools, and concepts that attendees can immediately use. Program speakers are drawn from the ranks of acknowledged experts with the goal of exposing participants to a variety of perspectives and approaches.