Continuing Education


To succeed in a highly competitive and ever-changing marketplace that values expertise and trustworthiness, investment professionals must be committed to furthering their knowledge, skills, and abilities.

For CFA Institute Members 

The voluntary Continuing Education (CE) Program is a framework for our members to identify educational activities that contribute to ongoing professional development. Our members can easily record and manage their activities using our online tracking resource.

For CIPM Association Members 

The Mandatory Continuing Education (MCE) Program requires CIPM program certificants to engage in ongoing professional development as a condition of retaining the right to use the CIPM designation. Certificants must record their activities using our documentation form, or dual CFA Institute and CIPM Association members can use our online tracking resource.