Program Benefits
Why CE?
Do You Need Lifelong Learning to Succeed?
We think so. The competitive nature of the profession requires constant upkeep. Ongoing development shows clients and employers your commitment to the profession, your job, and to them − increasing your value in measurable ways. And members agree:
Thomas Tull, CFA, credits his success to over 20 years of continuing education, which has "helped me to stay tuned into the reality of what was going on ... By staying up to date, you can better recognize investment opportunities and ... avoid most of the pitfalls."
Mark Lauber, CFA, says he would be "a dinosaur" if he hadn't engaged in continuous learning since earning his charter over 15 years ago. "You've got to keep up."
Why the CE Program from CFA Institute?
It's in our mission. We are dedicated to helping you in your professional advancement. Education is fundamental to everything we do.
A focus on trust
A top priority of this new program is to provide a framework that
enables you to take charge of your own education, trusting you to
self-select, shape, and tailor the program to meet your unique needs.
This focus reflects our faith in a membership whose continuing
educational activities far exceed the requirements typical for most
mandatory programs.
Products that fit your needs
We pledge to offer a broad product menu that suits your:
- Lifestyle and time constraints
- Learning style
- Preference
As part of this commitment, we will support:
- Society programs providing local access to quality products
- The Approved Provider Program, promoting providers who meet our high standards
Start designing your program now
We Want Your Feedback
The new CE Program was developed through extensive review and informed by numerous discussions with board members, society leaders, volunteers, and staff.
But we aren't stopping there. We need your input to help us enhance product offerings so that the program is everything you need to get ahead. Contact us with your suggestions, ideas, and stories.





