The investment industry is ever-evolving and highly competitive. To sustain a professional career, the individuals are required to advance their knowledge levels, abilities and skill set. Professional excellence is a key factor required in efficient services for employers and clients. Professional excellence can be attained by involvement in lifelong learning activities and dedication. Maintaining and developing a professional competence is a vital part of the Code of Ethics and Standards of Professional Conduct. CFA Institute has a provision for its members of continuing education program. The Continuing Education Program focusses on providing high-quality educational suites to the members so that they are able to serve their clients competently and ethically in a most efficient and effective manner.
Under this program, the members are required to complete a minimum of 20 hours of continuing education activities including minimum 2 hours on the topics of Standards, Ethics, and Regulations (SER), in each calendar year.
The Continuing Education Program is a formal and credible way of recognizing the commitment and dedication towards lifelong learning of the members. The CFA Institute members can volunteer for the CE Program. The CE Program is available for all the CFA Institute members. During the membership renewal process, the members can mention the completion of the CE Program.
The members can select the continuing education activities from a broad spectrum. The selection can be made from any program provider in a format or language they feel is appropriate, valuable and appropriate. There are many high-quality prequalified CFA Institute and approved Provider Program educational opportunities present for the members.
Some of the examples for the type of activities are given below:
Self-study (i.e., reading, researching, webcasts, etc.)
Employer-based (i.e., in-house training)
Educational opportunities provided by third party Approved Program Provider
Educational activities sponsored by CFA Institute and Societies.
Educational Programs provided by unaffiliated providers in any format/language.
Before determining the continuing education activity in which they wish to engage, the members should be sure of the following eligibility criteria:
The activity, educational in nature should be focused on increasing the knowledge, abilities and skills of a professional in investment industry.
The CFA Institute Global Body of Investment Knowledge (GBIK) has defined some lifelong learning topics. The educational activity must be in relation to one or more of these topics. Some of the topics are:
Financial Statement Analysis
Leadership, Management, and Communications Skills
Performance Measurement and Evaluation
Private Wealth Management
Standards, Ethics, and Regulations (SER)
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