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Professional Learning
Transition FAQs

Why are CFA UK launching a new professional learning platform?

Our new professional learning platform will create a simpler, smarter user experience for our members. For example, members will now only need one CFA UK account to login to the new platform and access our world-leading, practitioner-developed content.  

We will share more information about the new features you can expect to enjoy on our brand-new platform in the autumn.

 

Why should I use the new learning platform?

The new platform will be the best place to access member only content from CFA UK, including learning plans on sustainability and other essential topics; recordings of our webinars; thought-leadership articles, the latest technical knowledge from industry professionals, and more. It will be more tailored to user needs and simpler to use, offering a better experience for our members. 

When can I access the new professional learning platform?

We are hoping to launch the new CFA UK professional learning platform in the autumn. However, this will mean there will be a short period of disruption between the closure of CFA UK Discover and the opening of our new platform. Please use CFA UK Discover to download your activity for CPD recording purposes and access professional learning if you require it.

How do I access the new professional learning platform/CFA UK Portal?

It is not currently available, but when it is you will need to log in to the main CFA UK website. We recommend setting up your website account now so you are ready for the autumn. If you have not yet registered for the site, here are the steps you need to take:

  • Go to the ‘Login’ page on the CFA UK website and click on ‘Haven't got an account? Register with us
  • You’ll need to enter an email address – please take note of the guidance below. * 
  • Create a password and submit the registration form
  • Check your inbox for your activation email and activate your account

*To ensure we match your membership in our systems and grant you access to your exclusive member benefits:

  • Local members (IMC, Companion, CFA Candidate members) should register with the same email address that CFA UK email communications are sent to. 
  • Regular and Affiliate members should register with the same email address that is used for their CFA Institute account.



 

I’m trying to log in to the CFA UK Portal but am being told my email address isn’t recognised. What should I do?

Have you registered for your account? The CFA UK Portal was launched in Spring 2021 and members are required to register first, before logging on to the Portal. Please follow the steps in the FAQ above to register for your account.

If you experience any difficulties when trying to register for your account then please contact us on support@cfauk.org.

 

I have signed up to the CFA UK website, but I still can’t access the resources, what do I do next?

Did you register with the email address linked to your membership record?

Regular and Affiliate members with CFA Institute should register with the same email address as the one you use to access your CFA Institute account. 

Local members (previously IMC, Companion, CFA Candidate members) should register with the same email address that CFA UK email communications are sent to. 

Email us at support@cfauk.org with the email address you registered on the CFA UK website with.

For security reasons, please also provide two of the following pieces of information: Full name, date of birth, first line of address and postcode and a staff member will investigate and get back to you. Alternatively, you can call 0207 648 6200 and select option 2 to reach the membership team.

 

My account is locked, what do I do next?

Drop us an email at support@cfauk.org with the email address of the locked account and we will be able to assist you. We will endeavour to resolve your enquiry within one business day.  However, if additional security checks are required it may take a little longer.

Will I be able to log my CPD on the new professional learning platform?

We are currently working on the functionality of our new professional learning platform to ensure that our members will have a method of logging CPD at launch.

How should I log my CPD?

Does the CFA Institute Tracker differentiate between structured learning and unstructured learning?

No – the CFA Institute Tracker does not distinguish between structured learning and unstructured learning. However, when exporting to, for example, Excel, you may add in a further column to distinguish between your structured and unstructured learning activities.

Will all content in CFA UK Discover be moved to the new professional learning platform?

CFA UK will be moving a curated selection of the best CFA UK Discover content to our new learning platform for launch, meaning many of our world-class webinar and conference recordings will continue to be available to users. After launch, we will continue to add content to the new platform to further enhance our membership offering.

Will the new learning platform host content that can be used for both structured learning and non-structured learning?

At launch, all content on our new professional learning platform will be unstructured. Structured content will follow in the months after launch.

I am not a member of CFA Institute, but need to complete CPD as part of the requirements of renewing/applying for a Statement of Professional Standing. How can I log my CPD?

You can download the CFA UK CPD Template Log from CFA UK’s website, which you may use to track CPD and which you can submit should you be asked to submit as part of any CPD audit requirements.

Do CFA Institute PL Credits work the same way as CFA UK CPD hours?

Yes, one CFA Institute PL Credit is equivalent to 1 CPD hour.

Can I Iog activity on the CFA Institute PL Tracker of less than 1 hour?

Yes, you can log activities in quarter hour increments (rounded to the nearest quarter hour).  The minimum you can log is 0.25 hours.

Further information on CFA Institute’s Professional Learning program can be accessed in the CFA Institute Professional Learning (PL) Program Guidebook.

 

If I undertake CPD activity through CFA Institute, will this be logged automatically?

No, the activity will not be logged automatically, but there is automated, and one click entry available to log such activities undertaken through CFA Institute.

Can I use the CFA Institute PL Tracker to log attendance at events undertaken with CFA UK?

Yes, you can use the CFA Institute tracker to log educational events delivered by CFA Institute or CFA UK. Please note that attendance at CFA UK events are not logged automatically within the CFA Institute PL Tracker and will need to be added manually.

Does this include CPD from CFA UK learning plans?

Yes, you will be able to log CPD gained through CFA UK learning plans in the tracker.

Can I use the CFA Institute PL Tracker to meet CFA Institute CE non-mandatory requirements (i.e. 20 hours) as well as those required for a Statement of Professional Standing?

Yes – you can log all relevant CPD on the CFA Institute PL Tracker but please be aware that the CFA UK CPD year is different to the CFA Institute PL program year.

The CFA UK CPD year for SPS holders runs from 1 November to 31 October. If any SPS holder, or those who are looking to apply for an SPS, have questions about their CPD requirements, please contact SPS@cfauk.org

 

Can I export / print a copy of my log from the CFA Institute PL Tracker?

Yes, there is a feature in the tool that allows you to export/print a report of the items in your record.