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Find, Qualify, and Retain Talent

CFA Institute offers a broad portfolio of services to help you grow and strengthen your organization’s talent and reputation.


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Leaders across the investment industry trust their firms’ futures to our candidates.

With over 190,000 members worldwide and educational programs and courses that support all career stages, we are on hand to help you find and retain talent, and address employee skill gaps.


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We help you find talent

  • Gain access to talent early by sponsoring, mentoring, or judging the CFA Institute Research Challenge, an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics.
  • Encourage gender diversity in investment management by engaging with the CFA Institute Women in Investment Management Initiative, which aims to increase the number of women who join the profession and retain women by influencing culture from within. 
  • Connect with CFA Institute members around the globe via the CFA Institute Career Center and recruit employees who are highly skilled and bound by the highest ethical standards. 


We address your skill gaps

For decades, CFA Institute has prepared professionals to excel in their careers as CFA® Charterholders. We are now where the investment industry comes to skill, upskill, and reskill.

Alongside the CFA Program, CIPM Program, and Certificate in ESG Investing, CFA Institute has developed a series of courses to help individuals advance their careers.

Delivered both online (self-paced) and live (instructor-led), these cost-effective, practice-driven, and globally relevant courses cover a broad range of investment industry topics, from Climate Finance, Data Science and Decentralized Finance to Performance and Risk Attribution and Soft-Skills.

CFA Institute can partner with you to identify skill gaps and tailor educational solutions, ensuring your organization stays current with the revolutionary shifts taking place across the finance industry.


A sampling of roles our training aligns with:

  • light bulb icon AI & Data

    Data Analyst

    Data Scientist

    Data Engineer

    Procurement Analyst

    Business Development Analyst

  • light bulb icon Engineering & Development

    Full Stack Development

    UX/UI Developer

    Front End Developer Web


    Solutions Engineer

  • light bulb icon Performance Managers


    Compliance and Risk

    Accounting and GIPS verification

    Portfolio Management

    Manager Selection

Jumpstart Your Employees' Development Plans

Your development
  • Through our growing list of online course offerings, accessible around the globe, employees can gain the skills they need to advance their careers.
  • We offer your firm a package to spread the word to your organization.
  • Simplify employees' development plans with CFA Institute learning.
Learn More


Our Solutions Help You Retain Talent

Support Employees
By supporting CFA Institute education programs and courses, employees know that your organization cares about their career progression.

Support Managers 
Help your managers recommend courses tailored to the investment management profession.

Keep Ahead of the Industry
Give employees the opportunity to develop the skills needed to remain competitive in an evolving investment industry.

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Ready to Move Your Firm Forward?

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