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CPD FAQs

Why has CFA UK launched Professional Learning?

CFA UK Professional Learning offers a simpler, smarter user experience. Members now only need one CFA UK account to login to the new platform and access our world-leading, practitioner-developed content.  

Why should I use the new learning platform?

We are pleased to announce that CFA UK Professional Learning will automatically track your CPD that is completed within the new platform. Click here to access the CPD tracker.

Professional Learning is the best place to access member only content from CFA UK, with recordings of our webinars offering the latest technical knowledge and advice from industry professionals.  CFA UK Professional Learning is 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?

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

To access Professional Learning, you will need to log in to the main CFA UK website.  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 (previously 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 membership@cfauk.org.

 

I have signed up to the CFA UK website, but I still can’t access professional learning, 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 membership@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 membership@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.

What is CPD?

Continuing Professional Development (CPD) is something we all do to develop our knowledge and skills, and progress in our careers. Over 70% of CFA Institute members attest to annually completing 20 hours of CPD - including 2 hours of ethics learning.

CFA UK and CFA Institute do not have a mandatory CPD requirement for members - learning is encouraged and is voluntary.

 

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

What content makes up the auto log CPD?

Currently, only CPD gained from professional learning is automatically tracked. You can manually add CPD for live events and webinars to your My CPD log.

How should I log my CPD?

Why is there less structured CPD content?

CFA UK has moved 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. Going forward, 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?

CFA UK Professional Learning has launched with unstructured content only. However, structured content will be uploaded to our new platform at a future stage.

Will Professional Learning log my CPD if I complete my learning in more than one sitting?

If you watch any of our CPD content in chunks - rather than all at once - you will still be able to automatically log your CPD. If you’ve come back to one of our pieces of content after viewing a portion of it previously, simply fast-forward to the point where you left off to ensure your CPD is recorded.

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.

 

Does CFA UK log event attendance automatically?

While CFA UK Professional Learning tracks the CPD you complete online automatically, it does not yet track your event attendance.

Does the CFA UK track CPD from learning plans?

CFA UK Professional Learning will automatically track CPD activity within the new CFA UK learning plans when they are launched.

Can I download my auto-tracked CPD log?

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