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Continuing Education Credits · What is CE Credit?

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1.5 CE Credits (including 0.5 SER)
Book

CFA® Program Changes: 2018 Members’ Guide to Practitioner-Relevant Updates (15 September 2017)

CFA Institute
Topics:
  • Alternative Investments
  • Economics
  • Fixed Income
  • Portfolio Management: Asset Allocation
2 CE Credits (including 0.5 SER)
Book

CFA® Program Changes: A Member’s Primer — Five Key Curriculum Updates since 2008 (15 September 2017)

CFA Institute
Topics:
  • Alternative Investments
  • Economics
  • Financial Statement Analysis
  • Fixed Income
  • Risk Management
1 CE Credit (including 0.5 SER)
Book

2017 Guide to CFA Program Curriculum Changes (23 August 2016)

CFA Institute
Topics:
  • Alternative Investments: Commodities
  • Corporate Finance: Corporate Governance
  • Derivatives: Forward Markets and Instruments · Futures Markets and Instruments · Options Markets and Instruments · Swap Markets and Instruments
  • Economics
  • Financial Statement Analysis: Financial Reporting Quality
  • Portfolio Management: Execution of Portfolio Decisions (Trading)
  • Private Wealth Management: Risk Management
  • Risk Management: Portfolio Risk Management
  • Standards, Ethics, and Regulations (SER)
20 CE Credits (including 0 SER)
Book

Equity Asset Valuation, Third Edition (1 November 2015)

Wiley Jerald E. Pinto, CFA | Elaine Henry, CFA | Thomas R. Robinson, CFA | John D. Stowe, CFA
Topics:
  • Equity Investments: Equity Market Valuation and Return Analysis · Equity Markets - Characteristics, Institutions, and Benchmarks · Fundamental Analysis (Sector, Industry, Company) and the Valuation of Individual Equity Securities · Types of Equity Securities and Their Characteristics
20 CE Credits (including 0 SER)
Book

Fixed Income Analysis, Third Edition (1 November 2015)

Wiley Barbara S. Petitt, CFA | Jerald E. Pinto, CFA | Wendy L. Pirie, CFA
Topics:
  • Fixed Income: Analysis of Credit Risk · Analysis of Interest Rate Risk · Fixed Income Markets - Characteristics, Institutions, and Benchmarks · Fixed Income Valuation (Sector, Industry, Company) and Return Analysis · Influence of Equity Market Changes on Bond Pricing · Macroeconomic Effects on Fixed-Income Yields · Term Structure Determination and Yield Spreads · Types of Fixed Income Securities and Their Characteristics · Valuing Bonds with Embedded Options
  • Portfolio Management: Fixed-Income Portfolio Management Strategies
20 CE Credits (including 0 SER)
Book

Quantitative Investment Analysis, Third Edition (1 November 2015)

Wiley Richard A. DeFusco, CFA | Dennis W. McLeavey, CFA | Jerald E. Pinto, CFA | David E. Runkle, CFA
Topics:
  • Quantitative Methods: Basic Statistical and Probability Concepts · Correlation Analysis and Regression · Hypothesis Testing · Probability Distributions · Sampling and Estimation · Time-Series Analysis · Time Value of Money
5 CE Credits (including 0 SER)
Book

Investment Idea Generation Guide ()

CFA Institute By Jason A. Voss, CFA and William C.G. Ortel II
Topics:
  • Alternative Investments
  • Economics
  • Equity Investments
  • Fixed Income
  • Leadership, Management, and Communication Skills: Investment Industry
  • Portfolio Management: Economic Analysis and Capital Market Expectations
5 CE Credits (including 0 SER)
Book

Career Success: Navigating the New Work Environment (17 April 2015)

CFA Institute Khalid Ghayur, CFA, FSIP | Dwight D. Churchill, CFA
Topics:
  • Leadership, Management, and Communication Skills: Adapting to Change · Client Relationship Management Skills · Investment Industry · Leadership and Mentoring Skills
20 CE Credits (including 0 SER)
Book

International Financial Statement Analysis, Third Edition (1 February 2015)

CFA Institute Thomas R. Robinson, CFA | Elaine Henry, CFA | Wendy L. Pirie, CFA | Michael A. Broihahn, CFA
Topics:
  • Financial Statement Analysis: Analysis of Debt · Analysis of Global Operations · Analysis of Intercorporate Investments · Analysis of Inventories · Analysis of Long-Lived Assets · Analysis of Pensions, Stock Compensation, and Other Employee Benefits · Analysis of Taxes · Financial Reporting Quality · Principal Financial Statements · Ratio and Financial Analysis
12 CE Credits (including 0 SER)
Book

Asian Financial Statement Analysis: Detecting Financial Irregularities (14 April 2014)

John Wiley & Sons, Inc. ChinHwee Tan, CPA, CFA | Thomas R. Robinson, CPA, CFA
Topics:
  • Financial Statement Analysis: Financial Reporting in Specialized Industries and Economic Environments · Financial Reporting Quality · Principal Financial Statements
9 CE Credits (including 0 SER)
Book

Shock Markets: Trading Lessons for Volatile Times (8 April 2013)

FT Press Robert Webb | Alexander Webb
Topics:
  • Equity Investments
  • Fixed Income
  • Portfolio Management
  • Risk Management
20 CE Credits (including 0 SER)
Book

Economics for Investment Decision Makers: Micro, Macro, and International Economics (1 March 2013)

Wiley Christopher D. Piros, CFA | Jerald E. Pinto, CFA | Larry Harris, CFA (Foreword)
Topics:
  • Economics: Business Cycles · Currency Exchange Rates · International Trade and Capital Flows · Market Forces of Supply and Demand · The Monetary System
10 CE Credits (including 0 SER)
Book

The Great Convergence: Asia, the West, and the Logic of One World (5 February 2013)

PublicAffairs Kishore Mahbubani
Topics:
  • Economics: Economic Growth and Development
  • Portfolio Management: Economic Analysis and Capital Market Expectations
7 CE Credits (including 0 SER)
Book

Lee Kuan Yew: The Grand Master's Insights on China, the United States, and the World (1 February 2013)

The MIT Press Graham Allison | Robert D. Blackwill | Ali Wyne
Topics:
  • Economics: Economic Growth and Development
  • Portfolio Management: Economic Analysis and Capital Market Expectations