CFA charterholders, recognized worldwide for their mastery of investment analysis and portfolio management, must fulfill ongoing requirements to maintain their charter. This ensures they remain at the forefront of the investment profession, adhering to the highest standards of ethical and professional conduct. Below, we detail these ongoing requirements, highlighting the commitment of CFA charterholders to lifelong learning and ethical practice.


  1. Continuing Education

The CFA Institute strongly encourages charterholders to engage in professional learning activities. While not mandatory, the recommended guideline is to complete a minimum of 20 hours of continuing education (CE) annually, with at least 2 of those hours focused on topics related to ethics, professional standards, and the CFA Institute Professional Conduct Statement. This commitment to continuing education ensures charterholders stay abreast of evolving industry practices, regulatory changes, and advanced investment strategies.


  1. Professional Conduct and Ethics

CFA charterholders are required to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct. This foundational commitment to integrity, competence, diligence, and respect guides their professional and ethical behavior. Charterholders must annually complete a Professional Conduct Statement to disclose any potential violations of the code and standards. Failure to adhere to these ethical standards can result in disciplinary actions, including the suspension or revocation of the charter.


  1. Membership Requirements

Maintaining membership with the CFA Institute and a local CFA Society is an ongoing requirement for charterholders. Membership ensures access to a global network of investment professionals, resources for professional development, and opportunities for career advancement. It also fosters a sense of community among charterholders, encouraging collaboration and the exchange of ideas.


  1. Advocacy and Volunteerism

While not a formal requirement, CFA charterholders are encouraged to participate in advocacy efforts and volunteer activities. The CFA Institute advocates for fair and transparent financial markets, investor protection, and ethical behavior within the investment industry. Charterholders can contribute by volunteering for local CFA societies, mentoring CFA candidates, participating in financial literacy programs, and engaging in policy discussions and regulatory comment letters.



The ongoing requirements for CFA charterholders underscore their commitment to maintaining the highest standards of professional excellence and ethical conduct. Through continuous education, adherence to a strict code of ethics, active membership, and engagement in advocacy and volunteerism, charterholders demonstrate their dedication to the investment profession and the principles that underpin it. This dedication not only benefits their professional growth but also upholds the trust and integrity of the global financial system.