Refresher Readings
The constantly evolving global investment industry demands continuous learning to stay current with investment products, strategies and solutions, investor priorities, and best practices. That's why CFA Institute offers members the latest CFA® Program curriculum annually as an exclusive member benefit.
Whether you've just completed the CFA Program or it's been a while, you can always count on CFA Institute for continuing education and career support.
2020 CFA Program Curriculum Changes: Members' Guide to Practitioner-Relevant Updates
Download our CE-eligible guide to what’s new in the curriculum for 2020—a total of 23 new readings across five topic areas to expand your expertise.
Highlighted 2020 Refresher Readings
Exclusive to members, these direct excerpts from the CFA Program curriculum help you revisit or relearn certain concepts.
Financial Technology
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Machine Learning
2 CE credits
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Big Data Projects
2.5 CE credits
Institutional and Private Wealth Management
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Overview of Private Wealth Management
2 CE credits
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Portfolio Management for Institutional Investors 3.5 CE credits
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Case Study in Risk Management: Private Wealth 1.5 CE credits
Investment Asset Classes
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Corporate Governance and Other ESG Considerations in Investment Analysis 1 CE/1 SER credit
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Options Strategies
2.5 CE credits
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Swaps, Forwards, and Futures Strategies
1.5 CE credits
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Hedge Fund Strategies
3 CE credits
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Asset Allocation to Alternative Investments
3 CE credits
Ethics, Rules, and Standards
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Ethics and Trust in the Investment Profession 1 CE/1 SER credit
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Application of the Code and Standards: Level II 1 CE/1 SER credit
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Economics of Regulation 1 CE credit
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Application of the Code and Standards: Level III 2 CE/2 SER credits
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Professionalism in the Investment Industry 0.5 CE/0.5 SER credits
Portfolio Management
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Trading Costs and Electronic Markets
1 CE credit
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Trade Strategy and Execution 2 CE credits
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Portfolio Performance Evaluation 2.5 CE credits
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Investment Manager Selection 1.5 CE credits
Although ethics readings are included in the Refresher Readings collection, 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 and electronic format for members, non-members, and any other interested parties .