Skip to Content

CFA Institute

  • Employers
  • Universities
  • Pressroom
  • Find a Member
Create an Account or Log In
  • Need help logging in?
Search Menu
  • Home
  • About
    • Vision & Values
    • Governance
    • Around the World
    • Membership
    • Research & Data
    • Pressroom
    • Investor Education
    • Careers at CFA Institute
    • Research Foundation
  • Programs
    • CFA Program
    • CIPM Program
    • Claritas
  • Ethics & Standards
    • Market Integrity & Advocacy
    • Codes, Standards & Guidelines
    • Policy Positions & Research
    • Professional Conduct Program
    • Regulator & Program Recognition
  • Learning & Events
    • Communities of Practice
    • Future of Finance
    • Search the Library
    • Events
    • Publications
    • Webcasts & Podcasts
    • Online Courses
    • Continuing Education
  • Partners
    • University Relations
    • Research Challenge
    • Sponsorship & Advertising
    • Exam Preparation Providers
    • Approved-Provider Program
    • For Employers
  • Employers
  • Universities
  • Pressroom
  • Find a Member
Search
  • Home/
  • About/
  • Investor Education/
  • Investor Tools
  • Vision & Values
    • Ethical Champion
    • Global Community
    • Industry Knowledge
    • Professional Excellence
    • The Greater Good
  • Governance
    • Leadership
    • Annual Reports
    • Committees & Councils
    • Corporate Documents & Policies
    • History
  • Around the World
    • Americas
    • Asia Pacific
    • Europe, Middle East & Africa
    • Society Directory
  • Membership
    • Becoming a Member
    • Benefits of Membership
    • Member Directory
  • Research & Data
    • Surveys
  • Pressroom
    • Media Highlights
    • Media Contacts
    • Topical Experts
    • Advertising Initiatives
  • Investor Education
    • Why Choose a Charterholder?
    • Investor Tools
    • CFA Glossary
  • Careers at CFA Institute
  • Research Foundation
Publishing RAD Zone1

Investor Tools Resources for the investor

An Investor's Guide to:
  • Long-Term Care Insurance (PDF)
  • Planning Your Parents' Retirement (PDF)
  • Planning for College Expenses (PDF)

Access our readings and multimedia resources designed to help investors make informed investment decisions.



Evaluating Investments

  • Alternative Investments (PDF)
  • Hedge Fund Strategies (PDF)
  • Variable Annuities (PDF)
  • Municipal Bonds (PDF)
  • TIPS Overview and Strategies
  • Five Things about Bond Funds (PDF)

Investment Advice

  • Creating an Investment Policy Statement (PDF)
  • Learning from Behavioral Finance
  • Due Diligence after Madoff
  • Offshore Investing (PDF)
  • Avoiding Investment Fraud (PDF)
  • Having Difficult Discussions with Your Financial Adviser (PDF)
  • Why Should I Use a Financial Adviser? (PDF)
  • Working with an Adviser (PDF)

Making Plans

  • Financial Planning for Newlyweds (PDF)
  • Planning Your Parents’ Retirement (PDF)
  • Financial Planning after Divorce
  • Socially Responsible Investing (PDF)
  • How to Deal with Windfalls (PDF)
  • Long-Term Care Insurance (PDF)
  • Financial Planning for the Sandwich Generation
  • Reassessing Your Portfolio
  • Saving for College (PDF)
  • Planning for Family Transitions (PDF)


Publishing RAD Zone2

Meet a Charterholder

Anna Nemeth, CFA
“Today, I think of our 100 portfolio managers – we may have only two or three that don’t have their CFA designation.”

Anna Nemeth, CFA

Vice President and Senior Portfolio Manager · Victoria, British Columbia, Canada

Explore the Collection

Corporate Information

  • Mission
  • Leadership
  • Annual Reports
  • Regional Locations
  • Pressroom
  • Social Media
  • Careers
  • Research Foundation
  • Doing Business with Us

Where We Stand

  • Vision & Values
  • Code of Ethics & Standards
  • Professional Conduct

Market Integrity Insights

Challenges and Opportunities for Arab Securities Regulators (Video)

Jamie Underwood 20 May 2013

Industry Outreach

  • Global Investment Performance Standards (GIPS)
  • Regulator & Program Recognition
  • Employers

CFA Institute Programs

  • CFA Program
  • CIPM Program
  • Claritas Investment Certificate

CFA Institute Membership

  • Become a Member
  • Member Dues
  • Find a Member

Meet a Charterholder

Nina de Martinis-Majstorovic, CFA

Paris, France CFA Society France

University Relations

  • University Partners Program
  • Research Challenge

Member Societies

  • Join a Society
  • Find a Local Society

Enterprising Investor

Nobel Prize Winner Thomas Sargent on Risk, Ambiguity, and Investment Decision Making

Ron Rimkus, CFA 21 May 2013

Educational Resources

  • Communities of Practice
  • Future of Finance
  • Continuing Education
  • Calendar of Events
  • Publications
  • Search the Library

My CFA

Members | Candidates

JobLine

Find a Job | Post a Job

Brand Outreach

  • Current Ad Campaigns
  • New Charterholders
  • Sponsorship & Advertising
  • CFA Program in Simplified Chinese
  • CFA Program in Traditional Chinese
  • CFA Program in Korean
  • CFA Institute en Français
  • CFA Institute YouTube Channel
  • Online Shop

Follow the CFA Institute Annual Conference

Dambisa Moyo: Search for Alpha Leads to Frontier Markets in Africa

Heda Bayron 21 May 2013

Follow CFA Institute

  • Follow @cfainstitute
  • LinkedIn CFA Institute on LinkedIn
  • Facebook CFA Institute on Facebook
  • Sina Weibo CFA Institute on Sina Weibo
  • Blogs | RSS | Newsletters & Alerts
  • Feedback Share Your Feedback

Contact Us | Sitemap | Help | Forms | Privacy Policy | Terms & Conditions

© 2013 CFA Institute. All Rights Reserved.