For the first time in CFA Institute history, several of our members reached the 30-year milestone. This means that they’ve been dedicated to lifelong learning for 30 consecutive years. Congratulations to them and our other members celebrating milestones for 5, 10, 15, 20, and 25 years.
Watch the video below to see why 20-year milestone member John Clark, CFA, finds CE important, and why he’s proud to display his digital badge.
Once a year, when you renew your membership, you can also attest to your continuing education (CE) credits for the previous year.
In recognition of your commitment to continuing education, we’ll send you a letter acknowledging your achievement, and detailing how you can receive your CE recognition.
We provide recognition of both annual achievements and significant milestones of ongoing CE.
Any member who attests to meeting the minimum CE credit recommendations for numerous consecutive years is eligible for these benefits at key milestones. When you have reached a milestone, your annual letter will include information about claiming these benefits.
||Members with 15, 20, 25, or 30 consecutive years in the CE Program receive a certificate automatically.
Members with 5 or 10 consecutive years can request a certificate.
||Members with 5, 10, 15, 20, 25, or 30 consecutive years in CE Program will receive a digital badge, suitable for sharing on a website or social media account.
Any member who attests to earning 20 credits, including 2 SER credits, in a calendar year receives the following benefits.
||From your account, you can download and print a certificate of achievement for your previous calendar year’s CE.
|10% Discount on a CFA Conference or Workshop
||You can receive a discount on one CFA Institute conference or workshop*
* Executive Education and society events are not eligible for this discount.
||For CE credits that you record on the CFA Institute website: At any time, you can access your recorded credits in your account. From here you can also run a report to provide to an employer, regulatory body, or credentialing agency.
For overall CE credits: At your request, CFA Institute will email your employer information on your full CE activities in the prior year. This includes all CE credits that you have attested to (whether earned on the CFA Institute site or elsewhere).
Additional Information on the CE Program
The CE Program Guidebook (PDF) helps you:
- Understand guidelines for eligible CE activities/providers
- Learn how to find and track appropriate CE activities
- Calculate your credits based on your activities
Still have questions? Contact us