Pre-Approved Activities

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The following are examples of topics approved CE activities:

  • Corporate Financial Planning & Analysis
  • Corporate Finance
  • Budgeting
  • Financial Modeling
  • Forecasting
  • Strategic Planning
  • Financial Analysis
  • Corporate Accounting
  • Advanced Excel or other spreadsheet software
  • Presentation/communications skills

The following are examples of activities approved for CE credits.  The activities should focus on the topics listed above.

  • Attendance at workshops, seminars, courses, conferences and live teleconferences/webinars (These educational programs do not need to be sponsored/produced by AFP.)
  • College or university courses
  • Serving as a lecturer in workshops, seminars and university/college courses
  • Publication of authored articles (not restricted to AFP publications)
  • Volunteering on AFP or regional AFP or other finance-related organization committees
  • Accepted thesis or dissertation
  • Completion of an independent/self-study course (with a method of evaluation or certificate of completion)
  • Successful completion of another financial certification or licensure examination
  • Individual membership in a national, international or regional corporate financial planning & analysis, corporate finance or accounting-related association

For a complete list of acceptable program types and any category limits, please refer to AFP's Recertification guidelines.

Activities Not Approved for CE Credits

  • Organizational products/services and/or sales-specific, marketing or business development presentations
  • Fundamental, introductory or self-directed exam-prep
  • Personal career development topics not specific to the topics above
  • FP&A Exam preparation
  • FP&A Certification