Working to Strengthen Organizational Excellence
CFA Institute offers a broad portfolio of services to help you grow and strengthen your organization's talent and reputation:
- World-class designations
- Professional development programs
- Codes, standards, and ethics education and tools
- Investment industry engagement and networking
We bring your employees cost-effective, practice-driven, and globally relevant programs that cover investment industry essentials, investment performance and risk evaluation, and advanced investment skills and knowledge.
The Chartered Financial Analyst® (CFA) credential is the professional standard of choice for thousands of investment firms worldwide. When hiring firms demand investment professionals with real-world analytical skills, technical competence, and the highest ethical and professional standards, they often require the CFA credential.
The Certificate in Investment Performance Measurement (CIPM) Program offers a unique investment performance and risk-evaluation skill set that demonstrates your commitment to your clients' best interests and your firm's success.
CFA Institute Investment Foundations® Program
The CFA Institute Investment Foundations Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry. This zero-cost, online learning experience is designed for anyone who wants to enter or advance within the investment management industry, including those in the fields of IT, operations, accounting, administration, and marketing.
Other Opportunities and Tools
Career Resources Explore career-related content and access our exclusive network of investment management professionals and qualified candidates.
Professional Development Provide your employees with the critical knowledge and skills needed in an investment role today. Help your CFA® charterholder employees reach their recommended 20 hours of continuing education each year.
Curriculum Evolution Help continuously evolve the CFA Program to ensure it reflects the critical knowledge and skills your employees need.
CFA Institute Research Challenge Get access to talent early by sponsoring, mentoring, or judging a Research Challenge.
Codes and Standards for Best Practices Help your firm and your employees follow investment industry standards and best practices while consistently placing clients' interests first.