Professional Development/CE

CFA

CFA Institute allows its members the ability to self-determine and -report continuing education credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online CE tracker. Learn about becoming a CFA Charterholder here.

CFP

CFP® professionals can access up-to-date information regarding CE credit hours that have been reported for them by logging into their CFP Board account dashboard.  Report here

CPA – COMING SOON!!!