University RelationsCFA Institute has a long history of working with universities to raise the standards of the investment industry

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CFA Institute has resources to help you in your pursuit of excellence in higher education, whether you’re teaching or learning. From complimentary teaching resources to student-focused career advice, check out the resources available for you.

Resources for Students

Resources for Professors

Claritas Investment Certificate Academic Program

CFA Institute is inviting universities to further demonstrate their alignment with the financial services industry through our new affiliation pilot offering, the Claritas Investment Certificate Academic Program.

The Claritas Investment Certificate is a comprehensive global program designed to give everyone a clear understanding of the financial services industry. Students can raise their professional competence by understanding industry functions, relationships and roles, gaining fundamental knowledge that will help them stand out in a competitive global job market.

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CFA Program Partners

CFA Program Partners are academic leaders and champions of practical, relevant, and thought-provoking investment education programs around the world. These institutions work closely with CFA Institute to further our mission and vision and embed a significant portion of the CFA Program Candidate Body of Knowledge (CBOK) into their degree programs providing students with a solid grounding in practical investment education.

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University Recognition Program

CFA Institute also recognizes universities that incorporate a significant percentage of the CFA Program CBOK, including the CFA Institute Code of Ethics and Standards of Professional Conduct, into their degree programs. Students in these degree programs are exposed to the topics covered in the CFA Program, enhancing their preparation to sit for the exams upon graduation.

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CFA Institute Research Challenge

The Research Challenge offers university students a unique opportunity to learn from leading industry experts and to compete with their peers from the world’s top finance programs. This annual initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.

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