Navigate the growing complexity of alternative asset classes for your clients
With CFA Institute, develop the knowledge, fluency, and confidence to manage continuously evolving client needs and complex portfolios. Demand from high-net-worth clients is increasing; you need to build trust, strategic insight, and technical rigor to excel — and deliver true value.
What you gain with CFA Institute
Enhanced credibility
Unlock long-term opportunities with sequential learning trajectories – from foundational concepts to advanced
skills in private markets, private equity, and sustainable investing practices.
Networking opportunities
Connect with like-minded private wealth management professionals through cohorts or online forums.
Confidence to deliver
Position yourself as a trusted private wealth professional with the knowledge and expertise to tailor investment strategies to each client’s unique goals.
Stronger client relationships
Deepen client trust by demonstrating that your private market expertise meets the highest professional standards.
Career advancement
Secure accreditations from the leaders in investment education with certificates renowned globally as the industry gold standard and curriculums built on the latest industry research and practice.
Practical investment expertise
Enhance client confidence with applied private market knowledge, technical fluency, and specialized frameworks.
Certificates in private markets and private equity
Private markets are a core part of complex family office and private client investment portfolios. CFA Institute private markets certificates offer you the opportunity to effectively navigate leads, engage clients with credibility, and position yourself for long-term success.
Certificate
Strengthen your credibility and complement your existing expertise. Learn to navigate the complexities of alternative investments with fluency, understanding the key features and differences between private equity, private credit, real estate and infrastructure, commodities, and hedge funds.
Certificate
Lead by example with private equity knowledge grounded in CFA® Program content. Enhance your insights and future-proof your knowledge with the practical skills and outcomes expected of an analyst in a private equity firm — linking specialized private equity knowledge with real-world strategies.
Certificate
Acquire the advanced tools, strategies, and sought-after skills needed to excel in private equity and gain a dynamic professional profile. Sharpen your acumen in areas such as comprehensive due diligence, sophisticated deal sourcing, advanced financial modeling, debt valuation, and strategic communication. Note: Private Equity certificate is a prerequisite.
Sustainable investing programs
Learn to navigate sustainable investing and climate risk with integrity, technical fluency, and credibility. By equipping yourself with these in-demand skills, you will be able to meet client expectations, align with long-term trends, and advance your career.
Certificate
Benefit from the ability to incorporate sustainability factors into your investment decision-making, both now and in the future, with practical, career-aligned learning.
Certificate
Learn to engage clients confidently, navigate the regulatory landscape, and build sustainable investment strategies grounded in CFA Institute’s standards of excellence, alongside a cohort of like-minded professionals.
Certificate
Understand a crucial aspect of innovative private client portfolio strategies. Discover practical skills in climate investing to enhance your investment decision-making process. Learn at your own pace and take advantage of the support provided by an online forum.
CFA® Program
Equip yourself with real-world skills in investment analysis and work to become a globally recognized CFA® charterholder. The CFA Program offers a specialized pathway in Private Wealth management, addressing universal principles for serving high-net-worth clients.
Credential
Enhance your credentials and open up new career opportunities in wealth management with the CFA Program. Though rooted in institutional investing, many wealth professionals are CFA charterholders and leverage the program’s rigorous training to deliver sophisticated investment strategies, strengthen client trust, and navigate complex client needs.
