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Investment Foundations Program

Introducing students to a world of financial knowledge

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

Learn more about the Investment Foundations Program

Academic Benefits

  • 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.
  • Participating universities are listed on our website.

How It Works

  • 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.

Participating Universities

Americas

  • College of Charleston
    Charleston, South Carolina, United States
    Course: Special Topics
  • Henderson State University
    Arkadelphia, Arkansas, United States
    Course: Beginning Investments
  • George Brown College
    Toronto, Ontario, Canada
    Course: Foundations in Investing
  • 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

Asia Pacific Region

  • 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

Europe, Middle East, & Africa Region (EMEA)

  • 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
  • New Giza University
    Giza, Egypt
    Course: New Giza University's Prep Program for the CFA Institute Investment Foundations
  • University of Leicester
    Leicester, United Kingdom
    Course: Professional Skills in Finance