University Relations

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Resources for Students

Resources for Professors

As part of our mission to promote the highest standards of ethics, education, and professional excellence, we have a long history of working with educational institutions around the world. Some of these institutions:

  • Incorporate elements of our curricula into their degree programs.
  • Offer waivers from graduate school entrance exams or coursework. Learn more.
  • Work with local CFA Institute member societies to support student teams in the annual Research Challenge.

Learn more about these programs below or contact CFA Institute University Relations for more information.

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 and gaining fundamental knowledge that will help them stand out in a competitive global job market.

We invite universities to further demonstrate their alignment with the financial services industry through our affiliation pilot offering, the Claritas Investment Certificate Academic Program.

More about the Claritas Academic Program

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 us 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.

More about CFA Program Partners

University Recognition Program

We recognize 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.

More about the University Recognition Program

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.

More about the Research Challenge