Investment Foundations Academic ProgramIntroducing students to a world of financial knowledge

How to Apply

Contact to receive an application.

CFA Institute invites academic institutions to participate in our affiliation offering, the Investment Foundations Academic Program.

This program allows academic institutions to share the Investment Foundations Program curriculum with students and strengthen the link between academic education and the professional landscape.

The Investment Foundations Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

Academic Benefits

  • As an offering from CFA Institute, students who earn the Investment Foundations Certificate may enjoy increased marketability for future employment and internships.
  • Professors are granted license to use our Investment Foundations seminars-in-a-box, a set of supporting PowerPoint slides for all 20 chapters of the Investment Foundations curriculum, plus access to a sample exam.
  • Participating universities are listed on our website and other venues.

How It Works

  • Academic institutions must teach at least one course based on the content of the Investment Foundations curriculum.
    • The course must cover 70% of the Learning Outcome Statements (LOS) in the curriculum and include the CFA Institute ethics.
    • The course can be part of any type of program.
  • Academic institutions must promote the Investment Foundations certificate program to all eligible students.

Contact Us

For more information, contact CFA Institute University Relations.

Participating Institutions

Americas Region

  • College of Charleston
    Charleston, South Carolina
    Course: Special Topics
  • Henderson State University
    Arkadelphia, Arkansas
    Course: Beginning Investments
  • Lenoir-Rhyne University
    Hickory, North Carolina
    Course: Portfolio Management
  • Marquette University
    Milwaukee, Wisconsin
    Course: The Investment Industry
  • Ohio University Eastern
    St. Clairsville, Ohio
    Course: Special Topics – The Investment Industry
  • St. Mary's University
    San Antonio, Texas
    Course: Investments I
  • University of the Bahamas
    Nassau, The Bahamas
    Course: Fundamentals of Investing

Asia Pacific Region

  • Rikkyo University
    Tokyo, Japan
    Course: Topics in Business (Investments: Industry Practice and Management)
  • Universiti Tunku Abdul Rahman
    Kampar, Malaysia
    Course: Investment Management
  • Xi'an Jiaotong-Liverpool University
    Suzhou, China
    Course: Introduction to Business and Economics

Europe, Middle East, and Africa (EMEA Region)

  • Higher Colleges of Technology
    Abu Dhabi, United Arab Emirates
    Course: Investment Management
  • Hult International Business School
    London, United Kingdom
    Course: Investment Management
  • Kozminski University
    Warsaw, Poland
    Course: Investment Industry: Instruments, Mechanisms and Regulations
  • Lycée Albert de Mun
    Paris, France
    Course: DSCG M1
  • University College Cork
    Cork, Ireland
    Course: Understanding the Investments Industry
  • University of Leicester
    Leicester, United Kingdom
    Course: Professional Skills in Finance