Calculating and Managing Your CE Credits

To maintain and improve professional competence, an important part of our Code of Ethics and Standards of Professional Conduct, we recommend members complete a minimum of 20 Continuing Education (CE) credits, including 2 Standards, Ethics, and Regulations (SER) credits, each calendar year. 

Calculating CE Credit

  • One CE credit hour is equal to one hour of educational activity.
  • Credit may also be earned in half-hour increments (rounded to the nearest half hour). If applicable, Standards, Ethics, and Regulations (SER) credit is a subset (either in part or whole) of the total credit earned.

As a convenience to our members, we provide automated and one-click entry of CE credit into your Continuing Education online tracking resource for many activities available through the CFA Institute website. Use the guidelines and reference times below when recording additional credits online.

Credits Recorded for You

We provide automated entry of CE credits for the following prequalified activities. You will receive an email notification each time your online record has been updated.

Events

  • Attend CFA Institute Conferences
  • Attend prequalified programs or events offered through local CFA Societies and select organizations

Exams

  • Pass the CFA Program Level I, II, and/or III exam
  • Pass the CIPM Program Level I and/or II exam

Volunteer

Record Your CFA Institute Activities

All content that you consume on CFA Institute’s website will indicate whether or not it is eligible for CE credit and provides the option for you to record your CE credit online with one click. As you read, watch, or listen, be sure to record your credits.

Record Your Credit for Other Activities

Credit earned for an activity can be calculated by using clock time (the actual time spent engaged in the educational activity) or by using the following recommended activity reference times.

Activity Type Credit Earned
Completing a university course 20 credits
Earning a designation/certification in addition to the CFA charter 20 credits
Generalist readings (books, articles, etc.) 2 min. per page
Highly technical/specialized readings (books, articles, etc.) 4 min. per page

Carry Your Credits Forward

After you have earned more than 20 CE credits, including 2 SER credits, up to 20 additional CE and 2 additional SER credits can be carried forward. Email us at ceprogram@cfainstitute.org so we can assist you in applying your credits to the next calendar year.

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Ready to Record or Manage Your Credits?

Log in to record new CE credits.

Record CE Credit

Email us if you would like to

  • review learning activities from current and prior years;
  • edit your CE activities;
  • generate, export, and save reports; or
  • carry CE credits forward.

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