Activities That Qualify for CE Credit

For continuing professional development activities such as reading and reviewing content, members may calculate Continuing Education (CE) credit hours earned by using one of the following methods:

  • Clock time: Allocate actual time spent engaged in the educational activity
  • Generalist readings: Allocate 2 minutes per page
  • Specialized/highly technical readings: Allocate 4 minutes per page

Activity Type Credit Earned*
University course applicable to the investment professional maximum 20 credits per course
Live events (e.g., conferences, seminars, forums, lectures, etc.) Actual educational time dedicated to the activity
Web-based course applicable to the investment professional Actual educational time dedicated to the activity
In-house employee training sessions relevant to the investment profession Actual educational time dedicated to the activity
Mandatory continuing education training completed for other investment-related designations Actual educational time dedicated to the activity
Volunteer participation on selected CFA Institute and/or CIPM Program committees (e.g., Exam Review, GIPS, etc.) CFA Institute staff assigns credit amount automatically
Passing or preparing for investment-related regulatory or designation exams (e.g., NASD, FSA, etc.) Maximum 20 credit hours per designation OR track reading/preparation time using the recommended reading calculations above
Passing Level I, II, and/or III of the CFA exam 40 credit hours for each exam level passed (automated recording by CFA Institute)
Passing Level I or II of the CIPM exam 20 credit hours for each exam level passed (automated recording by CFA Institute)
Viewing/listening to webcasts and/or podcasts relevant to the investment profession Actual educational time dedicated to the activity (CFA Institute webcasts/podcasts include recommended credit hours)
Readings relevant to the investment profession (e.g., journal articles, textbooks, etc.) See the recommended reading calculations above
(CFA Institute publications include recommended credit hours)
Preparatory readings for teaching, lecturing, presenting, or article writing ("podium time" is ineligible) See the recommended reading calculations above
Reviewing articles/books and/or abstracting articles written for investment professionals See the recommended reading calculations above
(CFA Institute publications include recommended credit hours)

* No single self-study activity may earn greater than 20 CE credit hours (e.g., reading a single textbook should qualify for no more than 20 credits)

Managing Your Credits

Learn more about CE credits

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