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Professional Development

Requirements for Professional CFA Memberships

Successfully written and passed the CFA National Exam

Holds professional liability insurance

Have current CPR/first aid qualifications

Maintain 24 Continuing Education units (CEUs) over every 2-year period.
A minimum of 12 CEUs must come from Primary Activities for each 2-year period.

The above are mandatory requirements to maintain Professional Membership Status of the CFA.


Membership application

Download & fill in our membership application form – click here 2018

Continuing Education Units (CEUs)

Effective Immediately: CFA members require 24 CEUs. We will be updating CEU courses as well.

CEU Informationclick here

Available CEU Coursesclick here

Download your CEU LOG sheet – click here

CFA Group Insurance

Lackner McLellan CFA Insurance application 2016 

Click links below for further details: