Continuing Education
CFA Institute is a registered sponsor with the National Association of State Boards of Accountancy (NASBA), the CFP Board, the Investment Industry Regulatory Organization of Canada (IIROC), and the Investment Management Consultants Association (IMCA). We also offer our own Continuing Education (CE) Program for our members.
How to Get Credit:
CE Program credit: If you're a CFA Institute member, credit for the CE Program is automatically recorded in your CE Diary three to four weeks after the close of the conference.
CPE and CE credits: If you want credit for your CPA or CFP designation, you must request an attendance form at the onsite conference registration booth. Completed forms must be returned to the booth at the close of the conference. If you request CPE credit, you will receive an attendance certificate from us in the mail. If you request CE credit, you will receive notification from the CFP Board once the electronic list of attendees is processed.
IIROC credit: The 2008 CFA Institute Annual Conference will be submitted to IIROC for continuing education credit approval at the end of the conference. If you are interested in receiving CE credit from IIROC, you must complete an attendance form at the onsite registration booth and return it to the booth by the close of the conference. If the credit is approved by IIROC, you will receive accreditation documentation from us.
IMCA credit: Select conferences have been pre-approved by IMCA for non-IMCA CE credit hours towards the CIMA® designation. Designees who attend an approved conference are responsible for submitting the non-IMCA CE form to IMCA for review.
Find Approved Conferences:
- Concentrated Stock Management Workshop
- GIPS Standards Interactive Workshop
- GIPS Standards Annual Conference
- XBRL for Investment Professionals
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Date: 4-5 September 2008 Delivery Method: Live Program Level: Update Prerequisites: None Advanced Preparation: None |
Credit Amounts: CFA Institute CE Program: 11 CE, 2 SER NASBA: 13 CPE CFP Board: Pending credit approval CIMA: Pending credit approval |
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Date: 24 September 2008 Delivery Method: Live Program Level: Update Prerequisites: None Advanced Preparation: None |
Credit Amounts: CFA Institute CE Program: 6.5 CE, 6.5 SER NASBA: 8 CPE CFP Board: 8 CE CIMA: Pending credit approval |
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Date: 25-26 September 2008 Delivery Method: Live Program Level: Update Prerequisites: None Advanced Preparation: None |
Credit Amounts: CFA Institute CE Program: 8.5 CE, up to 6.5 SER NASBA: 8 CPE CFP Board: Pending credit approval CIMA: Pending credit approval |
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Date: 26 September 2008 Delivery Method: Live Program Level: Update Prerequisites: None Advanced Preparation: None |
Credit Amounts: CFA Institute CE Program: 6 CE, 1.5 SER NASBA: 7 CPE CFP Board: Pending credit approval CIMA: Pending credit approval |
CFA Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the
National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700,
Nashville, TN 37219-2417.
For more information regarding administrative policies such as complaint
or refund, e-mail us.
CFA Institute is registered as a sponsor of continuing education with the CFP Board. Select conferences have been accepted by the CFP Board, and CE credit has been granted by the CFP Board where indicated.