The Approved-Provider Program
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In addition to providing a high-quality suite of educational opportunities through our own and our global member society products and programming, the Approved-Provider Program offers our members access to high-quality educational opportunities available through partnerships with select educational providers.
We believe in the power of learning at every stage in an investment professional’s career. Continuing education is critical in helping our members develop professional expertise, build their businesses, and stay on top of a rapidly changing investment industry. Our Code of Ethics and Standards of Professional Conduct, attested to on a yearly basis by our membership, incorporates this important member obligation to “maintain and improve their professional competence and strive to maintain and improve the competence of other investment professionals.”
We partner with a limited number of globally diverse, select educational providers that pledge to uphold our rigorous standards, and opportunities are considered on a case-by-case basis. While there are minimum eligibility requirements to submit an application, meeting these requirements is not sufficient to achieve a partnership. CFA Institute reserves the right, at its sole discretion, not to approve any application for status as an Approved Provider. Contact us for more details.
Approved-Provider Program benefits and requirements.