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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. The voluntary Continuing Education (CE) Program is a framework for our members to identify educational activities that contribute to ongoing professional development.

You may also earn credits by:

  •  Participating in training sessions offered by your employer
  •  Earning another investment-related designation
  •  Attending a university course/program
  •  Completing MCE for another investment-related designation
  •  Preparing for a regulatory exam
  •  Conducting research
  •  Preparing for teaching, lecturing, and/or presenting

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