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CFA Institute offers programs for every finance career stage and specialty.
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Leverage the international reputation of CFA Institute to unlock career opportunities around the world.
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Expert insight
Learn from established practitioners to build the practical skills required for investment decision-making.
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Connect with a global community of finance professionals and uncover new opportunities.
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Study using our digital tool, designed to adapt to your learning style and help you prepare for exams more effectively.
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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.
Success story from our global community
The CFA Program really goes in deep about a lot of different topics in finance. I think it provides people with a really good grounding across a lot of different topics. The biggest piece of advice I would give to people who want to try the program or who are worried because they don't have a background in finance is just give it a go. I found the program really great, I enjoyed the content, I enjoyed the process, and I also enjoyed meeting other people who have done the program.
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.
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
Explainable AI in Finance: Addressing the Needs of Diverse Stakeholders
The report underscores that transparent, explainable AI is vital in finance — not only for regulatory compliance but also for institutional trust, ethical standards, and risk governance. Although automated tools help, human oversight and organizational alignment are indispensable.
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
Synthetic Data in Investment Management
Generative AI can create synthetic datasets to augment workflows such as scenario stress-testing and portfolio optimization. This report explains how, with guidance on assessing data quality and a case study fine-tuning an LLM for sentiment analysis.
In Brief articles
05 Aug 2025
What’s driving the boom in grid-scale batteries?
27 Jun 2025
Where will sustainable investing go from here?
26 Jun 2025
Behind the allure of a private markets career
