Continuing Education

Program Overview

Engaging in lifelong learning demonstrates your commitment to professional excellence and dedication to serving your clients and employer. In order to maintain and improve professional competence – an important part of our Code of Ethics and Standards of Professional Conduct, CFA Institute recommends members complete a minimum of 20 hours of continuing education activities, inclusive of a minimum of 2 hours in the content areas of Standards, Ethics, and Regulations (SER), each calendar year.

The CE Program was designed to provide a formal and credible means of recognizing our members’ ongoing commitment to lifelong learning. The program is voluntary and open to all CFA Institute members who are in good standing, and members can attest to completion of the recommended hours for the prior calendar year during the annual spring online member renewal process.

Earning SER Credit

The goal of the 2-hour recommended minimum in SER content is to ensure that members understand and stay current in the areas of ethics and professional conduct, standards, and laws and regulations relevant to investment professionals.

Click here to download the complete Continuing Education Program Guidebook.