CFA Institute Professional Learning requirements
As of Oct 5, 2026, CFA Institute asks members to complete 20 credits of Professional Learning per year, including 2 Standards, Ethics and Regulations.
CFA Institute sets a Professional Learning requirement for its members. Here is what it asks for, and where each figure comes from.
What is required today
20 credits per year, including 2 Standards, Ethics and Regulations
- Cycle
- Each membership year, ending June 30.
- Carryover
- Up to 20 additional PL and 2 additional SER credits.
"at least 20 PL credits (including two credits in the areas of Standards, Ethics, and Regulations) throughout the membership year" Source: cfainstitute.org, checked Oct 5, 2026.
How the rule works
- Voluntary for members. Tracked over the CFA Institute membership year, July 1 to June 30. CIPM holders must complete 15 credits.
Other requirement guides: CFP · CIMA, CPWA, RMA and CIMC · American College (ChFC, CLU, RICP) · IAR CE by state · FINRA CE
Requirements shown are summaries. Your designation body and state regulator have the final word. Today is Oct 8, 2026, Eastern.