Broaden the investing expertise of your organisation
Drive confidence in the industry with our comprehensive certification and learning solutions. Wherever your employees may be in their careers, equip them with the resources they need to enhance performance and pursue their goals with a clear sense of purpose.
Our certificate and learning solutions
With over 70 years of experience, CFA Institute is a trusted provider of professional learning, we are here to help you excel in the finance industry.
Program overview
This course provides an overview of the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry. You will be equipped to think critically, ask the right questions, and ultimately open doors in the industry through your expanded knowledge.
Who should register
Ideal for those considering the investment industry and those working in support roles within the industry already (e.g., marketing, HR, sales)
Program overview
The premier investment analysis credential, this program gives you the knowledge and the skills to thrive in the competitive investing industry. The CFA charter gives you expertise and real-world skills in investment analysis that will help you advance your career.
Who should register
Whether you are a practicing investment professional, a student, switching careers or looking to start a career in this field, the CFA Program offers a way to move forward and achieve your professional goals.
Program overview
This certificate offers you both practical application and technical knowledge in the fast-growing field of ESG investing — an opportunity to both accelerate progress and demonstrate purpose. The certificate and learning materials were developed by leading practitioners for practitioners and have been recognized by the UN Principles for Responsible Investment (PRI).
Who should register
Designed for investment practitioners who want to learn more about how to analyse and integrate material ESG factors into their day-to-day roles. It is suitable for anyone working in front or back offices and adjacent roles — including sales, wealth managers, product developers, financial advisors, consultants, data scientists, and risk analysts — as well as anyone looking to improve their understanding of ESG issues.
Program overview
This certificate uses application-based activities and case studies from around the world to help you develop the competencies and skills needed to integrate climate-related investing principles into the investment process.
Who should register
Ideal for learners who want practical skills to integrate climate considerations in portfolio management or who need to communicate climate principles to colleagues or clients.
Program overview
This certificate provides practical knowledge of data techniques and machine learning fundamentals and how they are used in the investment process. It will enable you to apply machine learning concepts to real-world investment problems and explain them clearly to a non-expert audience and clients.
Who should register
Ideal for those with some background in finance and investments and looking to learn about applying Data Science to the investment process. No prior knowledge of Python or R is required.
Program overview
This certificate is designed to give you a foundational understanding of the key features and differences between private equity, private credit, real estate and infrastructure, commodities, and hedge funds.
Who should register
This certificate is designed to give you a foundational understanding of the key features and differences between private equity, private credit, real estate and infrastructure, commodities, and hedge funds.
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Ethical Decision-Making Workshop
Explore HereUphold high ethical standards of those expected in the finance and investment industry and strengthen the core of your organisation.