University Relations

CFA Program and Your University

Incorporate the CFA Program Candidate Body of Knowledge (CBOK) and curriculum into your university program, using the tools we offer:

• Our custom curriculum and CBOK
• Samples of model programs
• Webcasts
• Course syllabi samples

Incorporate the CFA Program into your university program

CFA Program Partners

CFA Program Partners are typically high profile universities of global stature that embed a significant percentage of the CFA Program Candidate Body of Knowledge™ (CBOK™), including the CFA Institute Code of Ethics and Standards of Professional Conduct, into their degree programs. In addition, these universities contribute to CFA Institute strategic objectives, such as facilitating the lifelong learning needs of our members, and enjoy positions of thought leadership in the academic and professional investment management communities. CFA Program Partners also enjoy an exclusive set of benefits.

More about CFA Program Partners

University Recognition Program

CFA Institute also recognizes other distinguished universities that embed the CFA Program Candidate Body of Knowledge (CBOK), including the CFA Institute Code of Ethics and Standards of Professional Conduct, into their degree programs. This recognition program allows CFA Institute to promote ethics-based investment education in university degree programs aimed at developing serious investment professionals. Recognition by CFA Institute demonstrates that an institution’s degree programs provide students with a solid grounding in the CBOK and prepares them to sit for the CFA exams.

More about the University Recognition Program

Scholarship Programs

• CFA Program scholarships are available for qualified university faculty, students, and professionals.
• Each CFA Program Partner university may award a minimum of 5 to a maximum of 15 CFA Program scholarships each fiscal year, depending on the number of CFA charterholders on staff. Program Directors must use the partner-based scholarship application form when awarding partner-based scholarships.
• Each Recognized University may award a minimum of 3 to a maximum of 5 CFA Program scholarships each fiscal year, depending on the number of CFA charterholders on staff. The Principal Contact Person must use the recognized university scholarship application form when awarding scholarships under this program.
• CIPM program scholarships are available for qualified university faculty and financial regulators.

University Textbooks

These textbooks, available for university use, are grounded in current practice and theory and are based on the CFA Program Candidate Body of Knowledge (CBOK). They are geared toward graduate-level students and are an excellent option for use in university classrooms.

• The CFA Institute Investment Series focuses on the most important topics in the finance industry: investment portfolio management, equity asset valuation, fixed-income analysis, and quantitative investment analysis.
• Analysis of Derivatives for the CFA Program (PDF) introduces students to a practical risk management approach to derivatives, capturing current practice. It provides motivation for every derivatives position by explaining what managers want to accomplish prior to addressing the details of the position. Request a desk copy (PDF).