CIPM Mandatory Continuing Education (MCE) Program

We support our CIPM designation holders’ ethical obligation to maintain and improve their professional competence. The CIPM Mandatory Continuing Education (MCE) Program puts this obligation into practice by requiring designation holders to engage in continuing professional development as a condition of retaining the right to use the CIPM designation.

As a CFA Institute member, you have many options available to you to meet the annual MCE Program requirement. From self-study and in-house training to attending conferences and seminars, you can choose the kind of activity that best suits your needs. 

Not yet a CFA Institute Regular Member?

Maintain Your Designation

Annually, all CIPM designation holders are required to complete 15 credit hours of continuing professional development in order to maintain their CIPM designation. This means you must:

  1. Complete 15 hours of qualifying continuing professional development activity each calendar year, following the calendar year in which you earned/renewed the right to use your CIPM designation.
  2. Attest that you have met the MCE Program requirements at the end of each calendar year. (You will be prompted to attest when you renew your membership following the end of the reporting cycle.)
  3. Keep documentation of your completed activities for one calendar year following the year in which the activities were completed. There is no need to submit your documentation unless we notify you that you've been selected for compliance review.

Learn more about attestation and compliance review

Activity Guidelines

To qualify, an activity must be educational in nature and geared towards maintaining or increasing the knowledge, skills, and abilities of an investment professional and either:

  • Relate to one or more learning topics derived from the CFA Institute Global Body of Investment Knowledge (GBIK) (PDF), or
  • Contribute substantively to your development as an investment performance professional.

Design a program to meet your specific learning needs by selecting a variety of activities from different providers. Examples include, but are not limited to, the following types of activities:

  • Self-study
  • Employer-based (i.e., in-house training)
  • Educational opportunities sponsored by CFA Institute or its member societies
  • Activities offered by unaffiliated organizations/providers in any language/format

See complete program details in the guidebook:

Mandatory Continuing Education (MCE) Program Guidebook

View the guidebook (PDF)

Already Earned CE Credits?

You can earn your mandatory Continuing Education (CE) credits either from CFA Institute or activities you participate in from other providers and for other designations.

Learn how to earn, calculate, and document your credits

Partnership with CFA Societies

We recognize our CFA Societies as providers of quality programming to members at the local level.

Find a CFA Society near you

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