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.
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 Information – click here
Available CEU Courses – click here
Download your CEU LOG sheet – click here
CFA Group Insurance
Lackner McLellan CFA Insurance application 2016
Click links below for further details: