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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.

Professional Development Resources

Explore our collection of professional development resources—updated regularly—to help you stay competitive in the investment management industry, and claim CE credit for eligible activities.

Learn more about our professional development resources 

Browse the collection by topic, publication, and more

Ready to Record or Manage Your Credits?

Claim CE credit and track your progress to help you meet your personal and professional goals.

Log in to:

  • Record new CE credits
  • Review your learning activities from current and prior years
  • Generate, export, and save reports

Record CE Credit

Continuing Education (CE) Program for CFA Institute Members

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.

Learn more about the CE Program

Mandatory Continuing Education (MCE) Program for CIPM® Designation Holders

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.

Learn more about the MCE Program

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