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Continuing Professional and Legal Education (CPE and CLE)

Continuing Professional Education (CPE)

ICI programs that offer Continuing Professional Education (CPE) credit for Certified Public Accountants include:

  • Capital Markets Conference
  • Closed-End Fund Conference
  • General Membership Meeting
  • IDC Fund Directors Conference
  • Investment Company Directors Workshop
  • Mutual Fund Compliance Programs Conference
  • Mutual Funds and Investment Management Conference
  • Operations and Technology Conference
  • Securities Law Developments Conference
  • Tax and Accounting Conference
  • Selected webinars offered throughout the year.

ICI is able to offer CPE through its accreditation with the National Association of State Boards of Accountancy (NASBA). The number of CPE credit hours varies by program.

ICI committee meetings that generally offer CPE credit:

  • Accounting/Treasurers Committee Meetings
  • Internal Audit Advisory Committee Meetings
  • Tax Committee Meetings
  • Transfer Agent Advisory Meetings

Continuing Legal Education (CLE)

Continuing Legal Education (CLE) is for attorneys. CLE is also known as MCLE (Mandatory or Minimum Continuing Legal Education).

The number of CLE credit hours will vary by program and is dependent upon state CLE board approval. ICI committee meetings generally are NOT eligible for CLE credit.

ICI programs that offer CLE credit include:

  • Capital Markets Conference
  • Closed-End Fund Conference
  • IDC Fund Directors Conference
  • Investment Company Directors Workshop
  • Mutual Fund Compliance Programs Conference
  • Mutual Funds and Investment Management Conference
  • Securities Law Developments Conference
  • Selected webinars are offered throughout the year.

CLE rules vary by jurisdiction. Some jurisdictions may not allow CLE credit for all types of programs, such as webinars or teleconferences.

Questions?

For questions about CPE or CLE, please contact:

Judy Lee
202-218-3575
jlee@ici.org

For CLE questions about the Mutual Funds and Investment Management Conference, please contact the Federal Bar Association (FBA), which cosponsors the conference:

Aireal Gomez
571-481-9108
agomez@fedbar.org