World-class finance education for businesses
Collaborate with CFA Institute to unlock potential, elevate expertise, and drive employee success.
Elevate your team's investment expertise and ethical leadership
At CFA Institute, we equip your people with the knowledge, skills, and ethical standards needed to navigate today’s financial markets. We are the place where leading investment professionals upskill and reskill – by leveraging our expertise, you will drive value and industry alignment for your organization.
Why collaborate with us?
World-class credentials
Access the gold-standard CFA® Program and specialized certificates that build industry-recognized expertise.
Global standards and ethics
Ensure your team operates with the highest ethical and professional standards.
Tailored learning options
Flexible programs designed to meet your organization's goals.
Learning paths for your employees
Whether you are enhancing your team’s core financial knowledge or providing them with specialized certifications, CFA Institute offers programs that set the standard in investment management.
CFA® Program
Provide the opportunity for your team to pursue the world's most respected credential in the investment management industry.
Certificate programs
Expand your team’s expertise in key areas such as:
- Sustainability
- Private markets
- Data science
- Investment Foundations
- Private wealth (coming soon)
CIPM® Program
Provide your team with in-depth knowledge of investment performance measurement.
Institutional billing options
CFA Institute offers multiple billing arrangements designed to make learning more accessible and manageable for your organization.
Corporate Billing
Offer your employees funded access to CFA Institute learning solutions — without the need for a time-consuming reimbursement process.
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Eliminate individual reimbursements and replace them with a single invoice - Discounted rates for certificates (excluding CFA Program and Certificate in ESG Investing)
- Monthly employee progress tracking and reporting
- Personalized landing page
Track & Report
Gain insight into the progress of your employees’ engagement with the CFA Institute learning solutions for your training KPI needs.
- Follow your internal Learning & Development reimbursement protocol
- Discounted rates for certificates (excluding CFA Program and Certificate in ESG Investing)
- Monthly employee progress tracking and reporting
- Personalized landing page
Bulk Purchase
Pre-purchase vouchers for specific CFA Institute certificate programs and distribute voucher codes to select employees.
- Access to CFA Institute certificate programs
- Volume discounts on tiered basis
- Opportunity to share vouchers with select individuals
Invest in your team's growth
Get in touch to discover how our tailored business programs can empower your workforce with the skills and knowledge needed to excel in today’s dynamic finance landscape.
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Why hire a CFA® charterholder?
There are many reasons why leaders across the investment industry trust their firms’ futures to CFA charterholders.
Find, qualify, and retain talent
We offer a broad portfolio of services to help you grow and strengthen your organization’s talent and reputation.
Who do CFA charterholders work for?
CFA charterholders are employed by some of the world’s biggest financial institutions.
