Professional Learning / CE -- is it recommended or a requirement?

I always thought CE was not mandatory… But when I did my renewal, there was a checkbox about completing 20 hours.

Now I see there is a PL tracker too. Professional Learning Program

So is it required or not required?

Recommended, not required.

Thats good! I already have many hours of CE of insurance, finra, CFP, ChFC, CLU… I dont need more CE’s…

Actuarial bodies also have a Continuing Development Program. Assuming the CFA Institute is similar to them, then no, it is not required (unless there’s a job role where they require the CFA to be compliant). However, you will need to disclose that you are not compliant.

Here’s a quote from the CAS:

And a quote from the SOA: