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
Keeping employees current
Refresher Readings is one way we help you develop employees, equipping investment management professionals with the highest level of knowledge and skills they need to achieve their and their Institutions’ goals. The Members’ Guide to Refresher Reading, along with the featured refresher readings, show what has changed in the CFA Institute curriculum—and the industry.
New and Updated Readings include: Backtesting & Simulation, Technical Analysis, Pricing and Valuation of Forward Commitments, Private Wealth Management, Private Equity Investments, Private Real Estate Investments and Application of the Codes and Standards. New interactive, online modules are available to accommodate learning preferences and offer Professional Learning credits.
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.
CFA Institute Investment Foundations® Program
Other Opportunities and Tools
Explore career-related content and access our exclusive network of investment management professionals and qualified candidates.
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.
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.