Membership proxy voting ends 21 July
Shape the organization's future with your 2025 proxy vote. All charterholder and regular members are eligible. Check your email for instructions and your unique voting link.
Explore all our programs and certificates
CFA Institute offers a diverse range of programs and certificates designed to meet the needs of finance professionals across various career stages and specializations.
Enhanced educational experience
Global recognition
Leverage the international reputation of CFA Institute to unlock career opportunities around the world.
Enhanced professional profile
Earn an easily shareable digital badge to display your achievement in your online networks.
Expert insight
Learn from established practitioners to build the practical skills required for investment decision-making.
Professional networking
Connect with a global community of finance professionals and uncover new opportunities.
Personalized learning
Study using our digital tool, designed to adapt to your learning style and help you prepare for exams more effectively.
Career advancement
Stand out by developing expertise in sought-after skills in the global financial industry.
CFA® Program
Achieve the highest distinction in investment management
The CFA Program is designed to equip you with the knowledge and skills necessary to compete and excel in today’s complex and evolving investment industry.
190k+ Charterholders - the biggest network of investment professionals in the world
$267k Average total compensation across all job functions
90% Of hiring managers prefer CFA® Charterholders for executive positions
Voices of our community
Hear from CFA Institute alumni across the world.
Empowering the investment industry to realize the world’s greatest possibilities
CFA Institute is a global not-for-profit organization that provides finance education for investment professionals. By promoting the highest standards of ethics, education and excellence, we help shape the future of the industry for the ultimate benefit of society.
190k+ Active CFA Charterholders
155+ Worldwide CFA Societies
1.7k Organizations claim compliance with the GIPS® standards
830 Affiliated Universities
Advanced Private Wealth Management learning program
Gain practical skills to advise high-net-worth clients on investment, estate planning, and wealth transfer.
In-depth insight from Research and Policy Center
Research reports
AI Washing: Signs, Symptoms, and Suggested Solutions for Investment Stakeholders
This report addresses the ethical concerns and risks of AI washing in finance, providing crucial questions for stakeholders to evaluate managers’ AI claims and ensure transparency, integrity, and the genuine application of AI in investment strategies.
Research
RAG for Finance: Automating Document Analysis with LLMs
This article explores how retrieval-augmented generation (RAG) enhances investment research by enabling LLMs to analyze unstructured documents like proxy statements, and offers practical guidance on working with RAG.
Research reports
Capital Formation in Africa: A Case for Private Markets
This report examines barriers to capital formation in 11 sub-Saharan African jurisdictions, emphasizing private markets, policy reforms, fintech, and public–private partnerships to boost investment, infrastructure financing, and economic resilience.
In Brief articles
14 Jul 2025
Navigating AI anxiety: What leaders need to know
27 Jun 2025
Where will sustainable investing go from here?
26 Jun 2025
Behind the allure of a private markets career
10 Jun 2025
Human skills you need for a career in finance
10 Jun 2025
Healthspan investing: Finding value in longevity
