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Enhance your university degree programs

Partner with CFA Institute and push the standard of finance and ethics education further.
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A global community making a difference

We have a long history of working with educational institutions. This is because we believe universities play a crucial role in shaping the future of the finance industry. Together, we can promote the highest standards of ethics, education, and professional excellence.

130k+

Finance students

1,200

Degree program

807

Universities

45

Countries

University Affiliation Program (UAP)

The University Affiliation Program recognizes academic institutions that embed at least 70% of the CFA® Program Candidate Body of Knowledge™ (CBOK) into their curricula. Through cooperation with universities around the world, we seek to promote ethics-based investment education in university degree programs aimed at developing investment professionals.

Industry alignment

Show direct links to the investment profession and relevance of course content to professional practice.

Student appeal

Attract students who are aspiring to careers in investment management.

Exclusive scholarships

Scholarships can be awarded by you to selected students to help cover the cost of their exam fees.

For students

Looking to take your first steps into finance? We can enhance your studies, help you earn an internationally recognized qualification, and further your career prospects.

Resources for professors

Promotion of ethical practice is fundamental to the CFA Institute mission and a cornerstone to our examination and education programs. Enhance your understanding of this mission – and your own knowledge – with our complimentary resources. With your help, higher standards of ethics and professional excellence in the finance industry can be reached, with your students at the forefront.

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University professors

CFA Institute Professor Community

Our community is open to professors at both CFA Institute affiliated and non-affiliated universities. It provides a framework to connect, research and discuss priority issues affecting the financial services sector today.

Coming soon

University professors

What our affiliated universities say

The University Affiliation Program affirms SMU’s commitment to ethical finance. Our students get an edge knowing that at least 70% of what they learn in the classroom is related to real-world practice.”
Dr David Ding, PhD Associate Professor of Finance Singapore Management University
“The University Affiliation Program helps us attract students from all over the world who are motivated to pursue careers as analysts in financial markets. The relationship helps us develop our curriculum and recognize trends in the financial sector.”
Dirk Nitzsche, PhD Senior Lecturer in Finance Cass Business School
“The CFA Institute University Affiliation Program has been a significant benefit to both our Learning & Teaching approach and to our students personally. It has enabled our teaching focus to be guided by industry practice as well as successfully preparing our students for the CFA exams.”
Dan Daugaard, CFA Deputy Head Applied Finance Department, Macquarie Business School
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