A Chartered Financial Analyst (CFA) is a designation given to those who have completed the CFA Program and completed acceptable work experience requirements. CFA Institute offers Professional Learning (PL) to its members to help them cultivate their curiosity and advance in their careers.
MY-CPE LLC offers Continuing Education courses for Chartered Financial Analysts. We are focused on providing quality continuing education to Chartered Financial Analysts that incorporates the qualified subject areas. Our CPE courses are authored/reviewed by industry specialists and subject matter experts. All our courses are designed in a way to ensure that courses meet your continuing education requirements.
CHARTERED FINANCIAL ANALYST PROFESSIONAL LEARNING REQUIREMENT 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. |
CFA recommends its members record at least 20 credits annually to stay current with changing practices and evolving industry demands. Many of our programs in Live and Self-Study are approved for continuing education for Chartered Financial Analysts. You can visit the myCPE website for more webinars related to CFAs.
CFAs are required to earn 2 Standards, Ethics, and Regulations (SER) credits each year. Following are the examples of the Ethics activities accepted by the CFA Institute:-
For detailed information, please CLICK HERE.
The Chartered Financial Analyst(CFA) renewal period is on or before June 30 every year.
The reporting period is from July 1 to June 30 each year.
Save $20 on Auto Renewal
Please click on the link to know the detailed overview of CFA's qualifying subject areas.
There are no minimum PL requirements in a particular subject area.
Following are the examples given for qualifying activities that CFA Institute accepts:-
For detailed information on qualifying learning activities, please CLICK HERE.
The license can be renewed by payment of a renewal fee of USD299 to the CFA Institute. Society dues vary by society. Annual dues will be pro-rated for those joining CFA Institute and a member society for the first time.
CLICK HERE for more details.
A Chartered Financial Analyst can complete 100% of the total required PL credit hours via self-study courses. i.e., CFAs can complete all 20 hours via self-study courses from myCPE.
CFAs can carry over up to 20 additional PL and 2 additional SER credits.
myCPE provides courses that are approved for continuing education credits by NASBA. Based on the guidelines issued by these boards regarding Continuing Education Requirements, we recommend the programs/ webinars to be suitable for NASBA specified in each webinar. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars.
CLICK HERE to view the CFA website for credit requirements for Chartered Financial Analysts.
