{"type":"ce_requirements","title":"CFA Institute Professional Learning requirements","lead":"As of Oct 5, 2026, CFA Institute asks members to complete 20 credits of Professional Learning per year, including 2 Standards, Ethics and Regulations.","as_of":"2026-10-05","facts":{"required_today":[{"applies_to":["CFA"],"period":"1 year","cycle":"Each membership year, ending June 30.","effective":"in force","until":null,"confirmed":true,"verified_at":"2026-10-05","source_url":"https://www.cfainstitute.org/membership/professional-development/pl","hours":20,"unit":"credits","minimums":"2 Standards, Ethics and Regulations","carryover":"Up to 20 additional PL and 2 additional SER credits."}],"changing":[],"not_confirmed_designations":[],"open_questions":[]},"sources":[{"url":"https://www.cfainstitute.org/membership/professional-development/pl","checked":"2026-10-05","quote":"at least 20 PL credits (including two credits in the areas of Standards, Ethics, and Regulations) throughout the membership year"}],"related":[{"title":"CE calculator","url":"https://advisoriq.com/ce/"},{"title":"CFP requirements","url":"https://advisoriq.com/ce/requirements/cfp/"},{"title":"CIMA, CPWA, RMA and CIMC requirements","url":"https://advisoriq.com/ce/requirements/iwi/"},{"title":"American College (ChFC, CLU, RICP) requirements","url":"https://advisoriq.com/ce/requirements/american-college/"},{"title":"IAR CE by state requirements","url":"https://advisoriq.com/ce/requirements/iar/"},{"title":"FINRA CE requirements","url":"https://advisoriq.com/ce/requirements/finra/"}],"notes":["Voluntary for members. Tracked over the CFA Institute membership year, July 1 to June 30. CIPM holders must complete 15 credits."],"url":"https://advisoriq.com/ce/requirements/cfa/","citation":"AdvisorIQ, as of 2026-10-05. https://advisoriq.com/ce/requirements/cfa/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}