PL Requirements for CFA (2025)

Know Your Requirement

CHARTERED FINANCIAL ANALYST (CFA) PL REQUIREMENTS OVERVIEW

PL Requirements	At 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 Restriction	There is no minimum content requirement.

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.

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Chartered Financial Analyst (CFA) PL Compliance

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

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.

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PL Requirements for CFA

Know Your Requirement

CHARTERED FINANCIAL ANALYST (CFA) PL REQUIREMENTS OVERVIEW

Need guidance with compliance requirements?

Simplifying Regulations for 2025