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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.

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Simplifying Regulations for 2024

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 MY-CPE 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. MY-CPE LLC offers Continuing Education courses tailored for CFA professionals, with a focus on quality education in qualified subject areas. As a registered NASBA sponsor, myCPE 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 my-CPE 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.

Individual Subscription

With Subscription, you get access to everything you need to stay compliant, Here’s what’s included:

  • true true 2,600+ Hours of PL Content
  • true true 500+ Emerging Subject Areas
  • true true Includes Ethics Courses for compliance
  • true true Exclusive Monthly Tax Updates
  • true true Convenient Self- Study and Live Webinar Formats
  • true true Access to Tax Compliance Conferences
  • true true FastTrack Compliance Packages
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    Pre-selected courses for quick compliance
  • true true Access to Advanced Certification Programs
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    Pre-selected CPE Courses to Enhance Expertise in Focused Areas.
  • true true Instant Certification and Fast Reporting
  • true true Exclusive Mobile App Access
  • true true Access to Professional Communities
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    Connect with like-minded professionals on Teams.

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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.

Package for CFA Professionals
PL 20 Credits

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