J.P. Morgan
CFA Accreditation Data Collection and Sharing Form
J.P. Morgan Asset Management
Please fill out the below form for the purpose of administering CFA Institute continuing education accreditation. In addition, please indicate the podcast episode(s) you listened to.


First name:
Last name:
Work email address:
CFA Member ID#:
Company name:
Job title:
Phone number:

Long-term capital market assumptions 2018
Long-term investment considerations for pensions
The path of the U.S. dollar
Technology’s potential impact on economic growth

Defined Contribution - Series 2
Automate, "Uncomplicate", Activate: Helping improve participants’ retirement outcomes
Understanding the benefits of blend strategies
The benefits of adding private real estate to DC plans
How averages mislead in DC plans
Tackling the retirement dilemma with the Aspen Institute
Understanding the global dynamics of e-commerce
Making allocation decisions across emerging markets
The right time for emerging markets equities
Turning behavioral insights into alpha
Maximizing your alpha using beta 1 strategies
Benefits of active management
Understanding the global dynamics of e-commerce
Defined Contribution - Series 1
Defined Contribution series
Note: By checking this you are confirming that you have listened to the entire series (Fiduciary role: Persistent misperceptions, Guiding participants to better retirement outcomes, Three ways to help improve participants' retirement outcomes in a lower-return world) and will receive 1 CFA credit.
Sustainable investing
Investing sustainably: ESG in emerging markets
Climate change: risks and opportunities
Engagement and proxy voting
Journey to ESG integration
Building a diversifying alternatives portfolio
The evolution of hedge funds
Venture growth investing
The road to infrastructure investing
Year of core: Opportunistic vs. late cycle real estate investing
Multi-asset solutions
Factor-Based Investing
Finding the right multi-asset partner for your investing needs
Building a liability-aware portfolio
Being flexible when markets get volatile
1Q2017 CIO Perspectives
Long-term capital market assumptions 2017
Alternative strategy assumptions
Equity market assumptions
Fixed income assumptions
Analysis of productivity
Global credit cycles
The future of fixed income
Core & Core Plus
Emerging Market Debt & Currency
Global Unconstrained
High Yield & Leveraged Loans
Liability-Aware Investing
Private Credit

I confirm that I have listened to the entirety of all checked audio podcast episodes.

I hereby irrevocably consent to the collection, processing, storage, use and transfer of my information as provided above, by J.P. Morgan Asset Management and/or its Affiliates (as defined below) as well as Third Parties (as defined below) for the purpose of administering CFA Institute continuing education accreditation, including releasing such information to the CFA Institute (the “Purpose and Use”). The provided information and data will be collected, processed, stored, used and transferred by J.P. Morgan Asset Management in accordance with the applicable Privacy Policy. “Affiliates” is defined to include associated companies and/or affiliates of J.P. Morgan Asset Management whether inside or outside of your location, for the purposes set out in the “Purpose and Use” stated above. “Third Parties” is defined to include unaffiliated providers of outsourced or other services, and other external service providers of J.P. Morgan Asset Management whether inside or outside of your location, for the purposes set out in the “Purpose and Use” stated above.

Please note: The CFA Institute has approved this program, offered by J.P. Morgan, for 0.5 CE credit hours per podcast episode. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purpose. Any examples used are generic, hypothetical and for illustration purposes only. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

© 2019 JPMorgan Chase & Co.

J.P. Morgan Asset Management, 270 Park Ave., New York, NY 10017
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -