Continuing Professional Development

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 CE credit, we offer CFA Institute members access to individual Refresher Readings from the latest CFA Program curriculum, as well as a summary of all Curriculum Updates annually, as exclusive member benefits.

Discover opportunities to earn CE credit by sharing expertise in person at CFA Institute Conferences or online by attending a webinar.

The voluntary Continuing Education (CE) Program is a framework for our CFA Institute members to identify educational activities that contribute to continuing professional development. Our members can easily record and manage their CE credits online.

The Mandatory Continuing Education (MCE) Program requires CIPM designation holders to engage in continuing professional development as a condition of retaining the right to use the CIPM designation. All designation holders must document their mandatory CE credits, but dual CFA Institute and CIPM Association members can record and manage their mandatory CE credits online.