What We Do: An Overview

 

A variety of programs and services that provide the best in education and support

 

 

Educational Programs

 

CFA Program
The global standard for measuring portfolio management and investment analysis competence and integrity, the CFA Program offers a challenging self-study program for busy investment professionals.

 

CIPM Program

An education and credentialing program for investment professionals working in performance evaluation and presentation, the Certificate in Investment Performance Measurement (CIPM) program covers professional ethics; performance measurement, attribution, and evaluation; and the Global Investment Performance Standards (GIPS).

  

Continuing Education

 

Publications

Available in print and online, our publications offer the best and latest in investment management research targeted at the investment professional.

 

Multimedia

Watch a video of the conference you missed or listen to a podcast of your favorite journal article – we produce online content to fit even the busiest schedule. You can also subscribe to RSS feeds to stay up to date with the latest updates.

 

Refresher Readings

Stay up to date in your field with what today's CFA Program candidates are studying and related readings, reports, studies, and data.

 

Research Foundation

Monographs, literature reviews, webcasts, and papers that encourage education for investment practitioners worldwide.

 

Continuing Education Program (CE)
This voluntary program helps members track and attain lifelong learning goals by receiving credits for a variety of continuing education activities. 

 

CIPM Mandatory Continuing Education Program

CIPM Association members are required to engage in ongoing professional development as a condition of retaining the right to use the CIPM designation.

 

Investor Education

How to choose a financial advisor, private wealth resources, investor news, and a host of other materials are available online to inform and guide your investment decisions.

 

Conferences
Attend events around the world.

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Outreach, Advocacy, and Ethical Enforcement


CFA Institute Centre for Financial Market Integrity
The mission of the Centre is to be a leading voice on issues of fairness, efficiency, and investor protection in global capital markets, and to promote high standards of ethics, integrity, and professional excellence within the investment community. 

 

Professional Conduct Program
This program enforces compliance with the Code of Ethics and Standards of Professional Conduct by members, candidates, and charterholders.  

 

Press and Media Resources

The latest news from CFA Institute, highlights of our organization in the media around the world, guidelines and services for journalists, survey results, topical experts, and more. You can also subscribe to an RSS feed and get press releases or media resources in your e-mail or browser.

 

Current and Archived Ad Campaigns
Take a look at the current print, radio, and television advertisements appearing and airing in media outlets around the world.

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Career and Networking Services

  

A wealth of tools and information is available:

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Partnerships

  

Conference Sponsorships

Get attention for your company by supporting one of our worldwide events.

 

Prep Providers Guidelines Program
These CFA Program prep course providers agree in writing to adhere to CFA Institute policies regarding the use of candidate mailing lists

 

Approved-Provider Program
We have partnered with select organizations to provide members with high-quality professional development opportunities. 

 

CFA Program Partner Initiative
CFA Institute partners with select colleges and universities around the world that have embedded the CFA Program Candidate Body of Knowledge into their curriculum.

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