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