We're using cookies, but you can turn them off in your browser settings. Otherwise, you are agreeing to our use of cookies. Learn more in our Privacy Policy

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.

Unlock curated insights into private wealth management

Enter your details below to receive relevant information on wealth management’s most pressing topics

By submitting this form, I agree and consent to receive communications and updates about CFA Institute products and services. I have reviewed and acknowledged the Privacy Notice along with the Terms and Conditions therein.

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

Private Markets and Alternative Investments

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.

Learn more and register today
Business meeting

Certificate

Private Equity

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. 

Learn more and register today
Two woman shaking hands

Certificate

Advanced Private Equity

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.

Learn more and register today
male leaning against desk in office

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

Sustainable Investing

Benefit from the ability to incorporate sustainability factors into your investment decision-making, both now and in the future, with practical, career-aligned learning.

Learn more and register today
Woman holding a tablet

Certificate

Climate Risk, Valuation, and Investing – Cohort

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. 

Learn more and register today
two people working outdoors with solar panels in the background

Certificate

Climate Risk, Valuation, and Investing – Self-paced

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.

Learn more and register today
man staring out window

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

CFA Program

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.

Learn more and register today
Man in suit crossing traffic