Pre-Approved Activities
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