CPD FAQs

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.  

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.  

CFA UK Professional Learning has now launched – click here to access the new platform.

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.
  
  
  
  

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.

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.

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.

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.

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.

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.

We recommend using CFA UK Professional Learning which will track your CPD automatically. However, if you wish to use additional CFA Institute resources, you can still use the CFA Institute PL Tracker to track your CPD activities manually.

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.

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

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

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

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