Refresher Readings
The constantly evolving global investment industry demands continuous learning to stay current with investment products, strategies and solutions, investor priorities, and best practices. That's why CFA Institute offers members the latest CFA® Program curriculum annually as an exclusive member benefit.
Whether you've just completed the CFA Program or it's been a while, you can always count on CFA Institute for continuing education and career support.
CFA Program Changes: 2019 Members' Guide to Practitioner-Relevant Updates
Download our CE-eligible guide to what's new in the curriculum for 2019—a total of 11 summaries across five topic areas to refresh your knowledge.
Highlighted 2019 Refresher Readings
Exclusive to members, these direct excerpts from the CFA Program curriculum help you revisit or relearn certain concepts.
Ethical and Professional Standards
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Application of the Code and Standards
1 CE, 1 SER credit
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Professionalism in Investment Management
0.5 CE credit
Portfolio Management and Wealth Planning
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Fintech in Investment Management 1 CE credit
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Introduction to Equity Portfolio Management
1 CE credit
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Passive Equity Investing
1.5 CE credits
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Active Equity Investing: Strategies
2.5 CE credits
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Active Equity Investing: Portfolio Construction
3 CE credits
Quantitative Methods
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Multiple Regression and Machine Learning
3.5 CE credits
Financial Reporting and Analysis
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Analysis of Financial Institutions
2.5 CE credits
Fixed Income
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Credit Analysis Models
2 CE credits
Although ethics readings are included in the Refresher Readings collection, members are encouraged to use the Standards of Practice Handbook and related resources to help navigate the ethical dilemmas they face in their professional lives.
The entire current CFA Program curriculum is also available for purchase in print and electronic format for members, non-members, and any other interested parties.