myCPE
myCPE

PL Requirements for CFA

Know Your Requirement

CHARTERED FINANCIAL ANALYST (CFA) PL REQUIREMENTS OVERVIEW

PL RequirementsAt least 20 hours annually.
License Renewal Period
Renew your license by June 30 each year.
PL Reporting Cycle
The reporting period is from July 1 to June 30 each year.
Ethics Requirement
2 Standards, Ethics, and Regulations (SER) credits each year are required.
Carry Over Credits
CFAs can carry over up to 20 additional PL and 2 additional SER credits.
Subject Area RestrictionThere is no minimum content requirement.

Need guidance with compliance requirements?

Speak with our Compliance Advisor

Schedule a Call

Simplifying Regulations for 2025

PL requirements
At least 20 hours annually.
Ethics Requirement
2 Standards, Ethics, and Regulations (SER) credits each year are required.
Content Requirement
There is no minimum content requirement.
Subject Areas
Click here to view CFA subject areas.
Learning Modes
100% of PL can be through self-study. 
Eligible Learning Activities
Eligible learning activities include live events (e.g., conferences, seminars), Nano-learning, Internet-based courses, webinars, podcasts, Reading and more.
PL Deadline
Renew your license by June 30 each year.
Fast Track CPE
Our Fast Track CFA PL packages are expertly curated bundles that meet CFA’s exact continuing education requirements. Save significant time selecting individual courses by choosing our comprehensive packages that cover all your PL needs. View more
Reporting
The reporting period is from July 1 to June 30 each year.
License Renewal
Renew your license by June 30 each year, if not renewed by this date, then the individual is no longer considered an active member. View more
Carry Forward
CFAs can carry over up to 20 additional PL and 2 additional SER credits. View more 
Record Retention
Maintain records of completed CPE credits for 7 years as they may be subject to audit by the state board. View more   
Renewal Fees
The license renewal fee is $299. View more

Do MYCPE ONE Courses Qualify for PL for Chartered Financial Analyst (CFA)? Yes!

CFA institute states that PL activities should contribute to your knowledge as an investment professional. MYCPE ONE offers Continuing Education courses tailored for CFA professionals, with a focus on quality education in qualified subject areas. As a registered NASBA sponsor, MYCPE ONE offers a variety of learning formats, including-

  • Group Internet Based,
  • QAS Self-Study,
  • Group Live, and
  • Nano Learning.

For convenient access to our courses, click here to explore the MYCPE ONE course catalog. We offer an all-inclusive subscription model, similar to Netflix, where a single subscription gives you access to the largest online course catalog. Plus, our subscription rates are 60% lower than other platforms. Subscribe today!

Contact Information for CFA

Contact info :+1 (434) 951-5499 
915 East High Street  
Ste. 100 
Charlottesville, VA 
22902, USA 
Website: CFA Institute 

Disclaimer: We regularly update our website to ensure the information regarding CFA PL requirements is current and accurate. However, for your complete understanding and to ensure compliance, we strongly advise you to visit the official state requirements page for the most up-to-date and definitive information.

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
13,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.
500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.
50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.
100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.
AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.
Compliance Tracker and Credit Vault
tooltip

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
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.
Mobile App Access (iOS and Android)
tooltip

https://play.google.com/store/apps/details?id=com.my_cpe
Access to Communities
tooltip

Join communities tailored to your specific interests and areas of expertise.

Select Tenure

NEW YEAR
Sale Ends Soon!

00:00:00

Start Your Subscription 

Start your journey towards learning and compliance.

$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here

More Reasons to Subscribe

  • true true
    80% of Content Rated 4.5+ Stars
    High-quality content rated by professionals.
  • true true
    4X More Content at 1/3rd the Price
    Serious value compared to your regular provider!
  • true true
    Non-Sponsored Content
    Purely educational, unbiased content for your learning.
  • true true
    Monthly & Quarterly Updates
    Keeping you ahead of trends and changes.
  • true true
    Podcasts with Industry Leaders
    Learn and Earn CPE from experts on the go.

Chartered Financial Analyst (CFA) PL Compliance

All-in-one package to fast-track your Chartered Financial Analyst (CFA) compliance, saving time and effort.

Package for CFA Professionals
PL 20 Credits

Package for CFA Professionals
Learn More
Explore all Packages

Frequently Asked Questions

Yes, Chartered Financial Analyst (CFA) professionals are required to complete 2 Standards, Ethics, and Regulations (SER) credits each year.

No, there is no minimum content requirement for Chartered Financial Analyst (CFA) professionals.

Click here to view subject areas accepted for Chartered Financial Analyst (CFA) PL credits. 

Chartered Financial Analyst (CFA) professionals may complete 100% of their PL through self-study.

Eligible activities for Chartered Financial Analyst (CFA) professionals include live events (such as conferences and seminars), nano-learning, internet-based courses, webinars, podcasts, reading, and more. 

Chartered Financial Analyst (CFA) professionals must complete their PL credits by June 30 each year.

Our Fast Track Chartered Financial Analyst (CFA) PL packages are expertly curated bundles that meet CFA continuing education requirements, saving significant time in course selection.  

The reporting period for Chartered Financial Analyst (CFA) professionals runs from July 1 to June 30 each year.

Chartered Financial Analyst (CFA) professionals must renew their licenses by June 30 each year to maintain active membership.

Yes, Chartered Financial Analyst (CFA) professionals can carry forward up to 20 additional PL credits and 2 additional SER credits.  

Chartered Financial Analyst (CFA) professionals should maintain records of completed PL credits for 7 years as they may be subject to audit by the state board.

The license renewal fee for Chartered Financial Analyst (CFA) professionals is $299.  

Yes, MYCPE ONE offers Professional Learning courses that meet the continuing education requirements of Chartered Financial Analyst (CFA) professionals. MYCPE ONE is eligible to provide courses for CFA professionals. To check eligibility, refer to each course page's "QUALIFIES FOR" section.

Subscribed
Mary Ann purchased a subscription.
Subscribed
Kimberly purchased a subscription.
Subscribed
Teresa purchased a subscription.
Subscribed
ROBERT purchased a subscription.
Subscribed
Samantha purchased a subscription.
Subscribed
Norma purchased a subscription.
Subscribed
Doris purchased a subscription.
Subscribed
Lorelle J purchased a subscription.
Subscribed
Stefanie purchased a subscription.
Subscribed
Jamie purchased a subscription.
Subscribed
Leslie purchased a subscription.
Subscribed
Taylor purchased a subscription.
Subscribed
Harumi purchased a subscription.
Subscribed
Jarod purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Irma purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
Laila purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Sarah purchased a subscription.
Subscribed
Maciej purchased a subscription.
Subscribed
Allan purchased a subscription.
Subscribed
Michele purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Anne purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
MICHAEL purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Elsha purchased a subscription.
Subscribed
Justin purchased a subscription.
Subscribed
Jeffrey purchased a subscription.
Subscribed
Marissa purchased a subscription.
Subscribed
Carrie purchased a subscription.
Subscribed
Corey purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Mariola purchased a subscription.
Subscribed
Frederic purchased a subscription.
Subscribed
EDWARD purchased a subscription.
Subscribed
Allen purchased a subscription.
Subscribed
Jayme purchased a subscription.
Subscribed
Kellie purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
matthew purchased a subscription.
Subscribed
Keerthana purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Johnna purchased a subscription.
Subscribed
Jay purchased a subscription.
Subscribed
Alexandra purchased a subscription.
Subscribed
Karan purchased a subscription.
Subscribed
Sandra purchased a subscription.
Subscribed
Janet purchased a subscription.
Subscribed
Maximilian purchased a subscription.
Subscribed
CORA purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Gary purchased a subscription.
Subscribed
Edward purchased a subscription.
Subscribed
STANLEY purchased a subscription.
Subscribed
Sheryl purchased a subscription.
Subscribed
Harsh purchased a subscription.
Subscribed
Ismail purchased a subscription.
Subscribed
janice purchased a subscription.
Subscribed
Svetlana purchased a subscription.
Subscribed
Mercedes purchased a subscription.
Subscribed
Andrea purchased a subscription.
Subscribed
Michellene purchased a subscription.
Subscribed
Fernando purchased a subscription.
Subscribed
Peter purchased a subscription.
Subscribed
Zachary purchased a subscription.
Subscribed
Margaret purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Susan purchased a subscription.
Subscribed
Kimberly purchased a subscription.
Subscribed
Jorge purchased a subscription.
Subscribed
Jeffrey purchased a subscription.
Subscribed
Lynn purchased a subscription.
Subscribed
Lingdi purchased a subscription.
Subscribed
Linda M purchased a subscription.
Subscribed
Emilyn purchased a subscription.
Subscribed
Prabal purchased a subscription.
Subscribed
Anlai purchased a subscription.
Subscribed
Ignacio purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
carla purchased a subscription.
Subscribed
Zarouhie purchased a subscription.
Subscribed
Stacy purchased a subscription.
Subscribed
SERGEY purchased a subscription.
Subscribed
JAMES purchased a subscription.
Subscribed
Christian purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Sharada purchased a subscription.
Subscribed
Christina purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Bonnie purchased a subscription.
Subscribed
Lynn purchased a subscription.
Subscribed
Brent purchased a subscription.
Subscribed
Fred purchased a subscription.