Investment Foundations Academic Program

CFA Institute invites academic institutions to participate in our affiliation offering, the Investment Foundations^® Academic Program.

This program allows academic institutions to share the Investment Foundations Program curriculum with students and strengthen the link between academic education and the professional landscape.

The Investment Foundations Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

• As an offering from CFA Institute, students who earn the Investment Foundations Certificate may enjoy increased marketability for future employment and internships.
• Professors are granted license to use our Investment Foundations seminars-in-a-box, a set of supporting PowerPoint slides for all 20 chapters of the Investment Foundations curriculum, plus access to a sample exam.
• Participating universities are listed on our website and other venues.

• Academic institutions must teach at least one course based on the content of the Investment Foundations curriculum.
  • The course must cover 70% of the Learning Outcome Statements (LOS) in the curriculum and include the CFA Institute ethics.
  • The course can be part of any type of program.
• Academic institutions must promote the Investment Foundations certificate program to all eligible students.

• College of Charleston
  Charleston, South Carolina, United States
  Course: Special Topics

• Henderson State University
  Arkadelphia, Arkansas, United States
  Course: Beginning Investments

• IBMEC Rio de Janeiro
  Rio de Janeiro, Brazil
  Course: Strategic Financial Management with Globalization

• Lenoir-Rhyne University
  Hickory, North Carolina, United States
  Course: Portfolio Management

• Marquette University
  Milwaukee, Wisconsin, United States
  Course: The Investment Industry

• Ohio University Eastern
  St. Clairsville, Ohio, United States
  Course: Special Topics – The Investment Industry

• St. Mary's University
  San Antonio, Texas, United States
  Course: Investments I

• University of the Bahamas
  Nassau, The Bahamas
  Course: Fundamentals of Investing

• Universidad Torcuato Di Tella
  Buenos Aires, Argentina
  Course: Wealth Management and Foundations of Finance

• Rikkyo University
  Tokyo, Japan
  Course: Topics in Business (Investments: Industry Practice and Management)

• Universiti Tunku Abdul Rahman
  Kampar, Malaysia
  Course: Investment Management

• Xi'an Jiaotong-Liverpool University
  Suzhou, China
  Course: Introduction to Business and Economics

• Higher Colleges of Technology
  Abu Dhabi, United Arab Emirates
  Course: Investment Management

• Hult International Business School
  London, United Kingdom
  Course: Investment Management

• Kozminski University
  Warsaw, Poland
  Course: Investment Industry: Instruments, Mechanisms and Regulations

• Lycée Albert de Mun
  Paris, France
  Course: DSCG M1

• University College Cork
  Cork, Ireland
  Course: Understanding the Investments Industry

• University of Leicester
  Leicester, United Kingdom
  Course: Professional Skills in Finance