Find Out What's New in the Curriculum
The Members' Guide highlights what changed in 2020 and why these updates matter to practitioners like you. Curious to explore PL credit-eligible Refresher Readings? Download the guide to build on the practical knowledge and skills you need for 2020 and beyond.
Highlighted 2020 Refresher Readings
The 2020 curriculum featured 23 new readings across five topic areas. Select a topic below to explore new and updated readings.
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Machine Learning
2 PL credits
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Big Data Projects
2.5 PL credits
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Overview of Private Wealth Management
2 PL credits
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Portfolio Management for Institutional Investors
3.5 PL credits
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Case Study in Risk Management: Private Wealth
1.5 PL credits
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Corporate Governance and Other ESG Considerations in Investment Analysis
1 PL/1 SER credit
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Options Strategies
2.5 PL credits
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Swaps, Forwards, and Futures Strategies
1.5 PL credits
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Hedge Fund Strategies
3 PL credits
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Asset Allocation to Alternative Investments
3 PL credits
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Ethics and Trust in the Investment Profession
1 PL/1 SER credit
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Application of the Code and Standards: Level II
1 PL/1 SER credit
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Economics of Regulation
1 PL credit
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Application of the Code and Standards: Level III
2 PL/2 SER credits
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Professionalism in the Investment Industry
0.5 PL/0.5 SER credits
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Trading Costs and Electronic Markets
1 PL credit
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Trade Strategy and Execution
2 PL credits
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Portfolio Performance Evaluation
2.5 PL credits
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Investment Manager Selection
1.5 PL credits
Browse All Refresher Readings
Explore the complete collection of Refresher Readings, taken directly from the 2020 CFA Program curriculum. Filter the list by program level, content type, and topic to locate the most relevant materials for your Professional Learning. Although ethics readings are included, members are encouraged to use the Standards of Practice Handbook and related resources to help navigate the ethical dilemmas they face in their professional lives.
The entire current CFA Program curriculum is also available for purchase in print format for members.