20 PL Package for CFA Professionals

Overview

CFA Professionals have the following PL requirements:

20 hours annually.
2 credits of Standards, Ethics, and Regulations (SER) each year.
100% of PL can be completed through self-study courses.
Reporting Cycle - July 1 to June 30th annually.
Carry Forward – Max. 20 PL and 2 SER credits.

Why Choose myCPE's 20 PL Package for CFA Professionals:

Includes 100% of PL in self-study webinars.
Includes 2 hours of Standards, Ethics, and Regulations (SER) credits.
All continuing education content is included in the myCPE Unlimited Access Subscription at no extra charge.

You can visit the PL Requirement Page or the CFA professionals' board website for detailed requirements.

Note: Our 20 PL package for CFA professionals is 100% compliant with the regulations of the CFA Institute, and we offer a 100% satisfaction guarantee. If you feel the package is non-compliant, please email our support team at (support@my-cpe.com) and let us know how it is, and we will happily refund your full payment.

Course Title	Eligible Credits	Subject Area	Learning Format
An Introduction to Green Finance and Ethical Investment	CFA (2)	Standards, Ethics, and Regulations (SER)	On Demand (video)
Balancing the Books: Navigating the Nuances of Debt and Goodwill Calculation	CFA (2)	Accounting	On Demand (video)
Computing Your FERS Annuity	CFA (1)	Finance	On Demand (video)
Demystifying Securities: Your Guide to Investment Instruments	CFA (1)	Investment Decision Making	On Demand (video)
Estate Planning Strategies to Navigate Divorce Financial Challenges	CFA (1)	Finance	On Demand (video)
Estate Planning and FERS	CFA (1)	Retirement Planning	On Demand (video)
Fundamentals of Hedge Fund: NAV Accounting	CFA (2)	Accounting	On Demand (video)
Mastering Philanthropy: Choosing the Right Giving Vehicle	CFA (1)	Finance	On Demand (video)
Medicare and FERS Integration	CFA (1)	Retirement Planning	On Demand (video)
Preparing the Statement of Cash Flow	CFA (2)	Accounting	On Demand (video)
The Role of Estate and Gift Tax in Financial Planning	CFA (2)	Estate Planning	On Demand (video)
Trusts and Estates Administration Strategies to Avoid Future Issues	CFA (1)	Estate Planning	On Demand (video)
Unlocking Financial Wellness: Longevity Planning for a Prosperous Retirement	CFA (1)	Retirement Planning	On Demand (video)
Why Minimizing the Costs of Investment Products Should be a Priority of Advisors	CFA (1)	Investment Decision Making	On Demand (video)
The New Investment Paradigm: Enhanced Returns, Reduced Risks	CFA (1)	Finance	On Demand (video)

All Packages are included under the Individual Subscription

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500+ Emerging Subject Areas Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
50+ State- Specific Ethics Courses Stay compliant with ethics requirements for every state.
50+ State Compliance Packages Pre-selected courses for quick compliance, saving time and effort.
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AICPA Eligibility Programs (CFF, ABV, PFS) Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.
Compliance Tracker and Credit Vault Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.
Instant Certification and Fast Reporting Instant reporting to IRS, CFP Board, and other governing bodies.
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“Their sessions are engaging and insightful simultaneously. That’s why I purchased Unlimited Access on myCPE so that I could view everything I wanted, at my convenience. Includes courses approved by NASBA, IRS, IIA, IMA and also the state specific ethics courses, all combined in one package. Also, I will have separate certificates for my multiple titles. I am very happy with the offerings and wish them all the best.”

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Frequently Asked Questions

Yes, this package meets the annual 20 PL requirement of CFA Professionals.

The Compliance Package includes pre-selected courses required to fulfill your Continuing Education requirements in one convenient bundle - saving time and effort for busy professionals.

Yes, all courses are approved/verifiable for your specific qualifications by regulatory authority and are regularly updated to meet compliance standards.

Absolutely! You can easily monitor your course progress and certificate completion through our Credit Tracker tool.

Yes, all our packages and 13,000+ hours of content are under our subscription, allowing you to complete all required Continuing Education credits without extra charges.

You’ll have access to the Compliance Package courses and can revisit courses anytime until the subscription expires or if you have purchased Package separately, you can access it for 12 months from the date of purchase.

Certainly! Our dedicated customer support team is available to assist you via chat, email, phone, or Zoom on weekdays from 9 AM to 5 PM EST. You can contact us at 646-688-5128 or via email at support@my-cpe.com

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