Investment Foundations Program

The CFA Institute Investment Foundations Program® covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

This online learning experience is designed for institutions, including regulators and universities who have staff or students who want to enter, advance in, or understand the investment management industry.

The program is designed for all professional disciplines outside of investment roles, including IT, operations, accounting, administration, and marketing.

Important notice: The Investment Foundations Program is currently closed and be publicly available again from September 2021.

For institutions and business leaders wishing to offer the program as part of a professional development or learning program, please register your interest here.

For candidates who are already registered for the program, please access your candidate resources here.

For individuals who are not yet registered, please contact the CFA Institute when the program is available in September 2021.

Investment Foundations Program Benefits

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Collaboration

Work more effectively with global colleagues by understanding industry functions, building stronger relationships and raising your professional competence.

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Confidence

Gain the knowledge to identify issues and the confidence to speak up. Get a better sense of your role and how you connect with the complex industry at large.

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Clarity

Participants have a common understanding of industry structure and terminology, regardless of job function or geographic location.


Interested? Want to learn more?

Download the Investment Foundations Program Syllabus Overview

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