myCPE
myCPE

Package for CFA Professionals

All-in-one package to fast-track your compliance

Last Updated

October, 2024

Credit Summary
  • Accounting
  • Estate Planning
  • Finance
  • Financial Planning
  • Investment Decision Making
  • Retirement Planning
  • Standards, Ethics, and Regulations (SER)
Total Credits
CFA
20 Hours 
On Demand
Included with Subscription
Individual Purchase

Why Professionals Trust Our Compliance Package

  • Saving time and effort for busy professionals.
  • Quick access to essential courses in one package.
  • All certificates in one place for easy submission.
  • Learn at your own pace that suits your busy schedule.
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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.

Courses

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 New Investment Paradigm: Enhanced Returns, Reduced Risks CFA (1) Investment Decision Making 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)

Details

Reporting Cycle :

July 1 to June 30th annually

PL Requirement :

20 hours annually.

Ethics Requirements :

 2 credits of Standards, Ethics, and Regulations (SER) each year.

Carry Over Credits :

Max. 20 PL and 2 SER credits.

Notes :

Information given by us on PL Requirements / Subject Requirements/ Ethics requirements is based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated requirement of PL requirements, please visit the board website by CLICKING HERE.

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Subscription Inclusions Silver Gold
13,000+ Hrs of CPE approved Content
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Largest content library covering all aspects of professional development.
500+ Emerging Subject Areas
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Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
50+ State- Specific Ethics Courses
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Stay compliant with ethics requirements for every state.
50+ State Compliance Packages
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Pre-selected courses for quick compliance, saving time and effort.
100+ Advanced Certification Programs
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Expert-led programs to build advanced expertise and strengthen your career credentials.
AICPA Eligibility Programs (CFF, ABV, PFS)
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Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.
Compliance Tracker and Credit Vault
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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
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Instant reporting to IRS, CFP Board, and other governing bodies.
Mobile App Access (iOS and Android)
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https://play.google.com/store/apps/details?id=com.my_cpe
25+ Premium Training Programs
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Focused training with pre-built assessments for all levels to upskill your staff efficiently.
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Join communities tailored to your specific interests and areas of expertise.

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Heather Thurs, CSAF

Payroll Administrator, Madison Valley Medical Center

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“I am excited about using the product since they make everything very easy to use and track. You can track your courses and CPE certifications and they have ready made packages for what you are trying to accomplish to help you save time without having to search all the courses”

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Jordan Mann, CFA

Senior Vice President, GPM Investment

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I am so impressed with MyCPE

“I am so impressed with MyCPE. Their offerings are so much more varied than other CPA services I have used and I love that you can get good classes at a reasonable price either on a class by class basis or as a package.”

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Spectrum User, CPA

Business Owner

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The package is reasonably price and…

“The package is reasonably price and includes everything you need for the renewal. Highly recommend!”

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Annie ., CPA

Corporate Controller

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That’s why I purchased Unlimited Access on myCPE

“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.”

Lauren Bernaky
Lauren Bernaky, CFP

Corporate Controller

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I needed to recertify for my SPHR

“I needed to recertify for my SPHR. They had a package that included everything I needed to complete the credits. I bought the unlimited and have already started to work towards my next certification.”

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Laurie M, PHR, SHRM-SCP

Senior Human Resources Consultant

Team Subscription

Empower your team with unlimited access to complied courses, compliance management tools, and customized learning solutions. 

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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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