Activities That Qualify for PL Credit
Customize your Professional Learning by choosing activities that are relevant to the challenges you face in the industry and customizable to your role.
Start by browsing our resources to find learning opportunities relevant to your professional interests and specialties.
When you renew your membership, attest to your participation in the Professional Learning program.
| Activity Type | Credit Earned | ||
|---|---|---|---|
| Live events (e.g., conferences, seminars, forums, lectures) | Duration of program minus breaks (networking breaks, lunch, etc.) | ||
| Internet-based courses, webinars, and podcasts | Actual educational time dedicated to the activity | ||
| Level I, II, or III of the CFA® Program exams | 40 PL credits, including 2 SER credits, for each exam level passed | ||
| CIPM® Level I or Level II exam | 20 PL credits for each exam passed | ||
| Certificate in ESG Investing | 20 PL credits, including 2 SER credits, for earning the certificate | ||
| Climate Risk, Valuation and Investing Certificate | 20PL credits for earning the certificate | ||
| Data Science for Investment Professionals Certificate | 20PL credits for earning the certificate | ||
| Readings (e.g., journal articles, textbooks) | Use the recommended reading calculations below (CFA Institute publications include recommended credit hours) |
How to Calculate Your Credit
Calculate the PL credits you've earned 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.
- Use the one-click button on eligible content on our website.
Topics Related to SER Content
Content that helps you stay current in the areas of ethics, professional conduct, standards, laws, and regulations relevant to an investment professional may be eligible for Standards, Ethics, and Regulations (SER) credit.
All relevant CFA Institute content that is eligible for SER credit will be clearly marked and can be claimed with the one-click functionality on our website and in our app.
Please see the table below for examples of qualifying topics and activities.
| Title | Description | ||
|---|---|---|---|
| Applicable Laws and Regulations | Governmental institutions, rules, and regulations US SEC and equivalent bodies around the world Rules and procedures regarding corporate transactions and insider trading Regulation of exchanges Establishment of company financial reporting standards Fiduciary standards Self-regulation Best practices and regulatory issues |
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| Professional Standards of Practice | CFA Institute Code of Ethics CFA Institute Standards of Professional Conduct Disciplinary sanctions for violations Best practices and regulatory issues |
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| Ethical Practices and Guidelines | Investment management Investment analysis Investment trustees Capital markets and regulations Corporate governance Soft dollar standards Global Investment Performance Standards (GIPS®) Fiduciary duty Insider trading Personal investing Research objectivity standards Trade management guidelines Analyst/corporate relations guidelines Best practices and regulatory issues |
Browse the Collection
Explore our collection of educational resources designed to help you stay competitive in the investment management industry. Filter by topic, format, or product series to find your next PL activity.
