As you grow and strengthen your organization's talent and expertise, consider
- Providing our globally recognized educational programs for your employees
- Adopting our codes and standards
- Internally promoting our learning products and events
We offer cost-effective, practice-driven, and globally relevant programs, products, and events which cover investment industry essentials, investment performance and risk-evaluation, and advanced investment skills and knowledge.
As the investment management profession continues to evolve, CFA Institute meets with, interviews, and surveys practicing investment decision-makers, policymakers, university leaders, and regulators to understand the knowledge, skills, and abilities required to prepare the next generation of investment managers. This practice analysis process is a dynamic assessment method that informs updates to our program curricula.
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 which 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.
If you have already purchased Investment Foundation Program registration vouchers, you can manage them through our Program Administration Tool. If you're ready to purchase registration vouchers for your employees, you can do so using a voucher form.
Codes and Standards for Global Best Practices
Enable your firm to compete internationally by complying with the Global Investment Performance Standards (GIPS), a rigorous set of investment performance measurement standards adopted and recognized around the world.
Adopt the voluntary Asset Manager Code to help asset managers practice ethical principles that put client interests first. By helping investors identify asset managers who have committed to high standards of professional conduct, we are building the integrity of the investment industry.