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Resources for Professors

We offer complimentary resources to university professors as part of our mission to promote the highest standards of ethics, education, and professional excellence.

CFA Program Benefits Aligned to Your Goals

Gain a clear understanding of how CFA Program benefits your university and students.

  • How the CFA Charter helps to advance careers
  • Benefits of the CFA Program for students
  • CFA Program curriculum, structure and content
  • Sitting the CFA Exams
  • Frequently asked questions

CFA Program Guide (PDF)

The CFA Program and Your Curriculum

We encourage professors and universities to incorporate the CFA® Program Candidate Body of Knowledge (CBOK)—including the Code of Ethics and Standards of Professional Conduct—into their finance and business degree programs.

If you are considering incorporating the CBOK into your curriculum,* here are some sample syllabi and course descriptions, for your reference (all are PDF files):

*Universities that integrate the CBOK into their programs are not required to notify us, but must adhere to our trademark guidelines (PDF). There is no formal recognition by CFA Institute for such efforts nor do we provide verification of any claims made to that effect.

Curriculum Content and Textbooks

CFA Program curriculum content and materials are available in various formats for ease of use in classroom instruction:

  • Official CFA Program curriculum, by exam level: The same curricula CFA Program candidates receive when they register for an exam is now available publicly for purchase directly from John Wiley & Sons or through retail booksellers.
  • CFA Investment Series: Grounded in the CFA Program Candidate Body of Knowledge, these texts are authored by leading industry professionals and academics who bring their wealth of knowledge and expertise to your finance students. Each textbook comes with an associated workbook containing Learning Outcome Statements, chapter summaries, and practice problems. More information, evaluation copies, and teaching aids, including lecture slide decks, are available from your John Wiley & Sons representative.
  • Customized via Wiley’s Custom Select platform: Professors can mix and match both CFA Program readings and chapters from other books to create custom course materials in print or digital formats with Wiley Custom Select.

Opportunities for You

  • CFA Program Scholarships are available for eligible college/university professors who teach a minimum of six credit hours per quarter/semester and administrators or department heads who teach three hours per quarter/semester.
  • The Professor's Kit is a slide deck presentation that helps university faculty explain the structure, benefits, fees, and registration requirements of the CFA Program. Request your Professor's Kit by emailing us at [email protected].

Contact the University Relations team to request your Professor's Kit

Opportunities for Your Students

You can also encourage your students to:

Opportunities for Your University

CFA Exam Prep Courses

Universities interested in offering exam prep courses for any the CFA Institute programs may apply to participate in our Approved Prep Provider Program.

Educational Waivers

Your university can provide coursework or entrance exam waivers to students who have successfully completed all or part of the CFA Program, CIPM Program, and/or Investment Foundations Program. Contact us to learn more about this opportunity.

Ethics Teaching Resources

We offer a broad range of resources to help investment professionals uphold the CFA Institute Code of Ethics and Standards of Professional Conduct (Code and Standards). We developed the Code and Standards video series to provide students with a solid foundation in those principles. Universities that participate in the University Affiliation Program can access the video series at cfainstitute.gallery.video/cfaethics.

Investment Foundations Academic Program

Professors are granted a 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.

Supporting Gender Diversity

Our Women in Investment Management initiative is an action-oriented approach supported by research linking gender diversity with business performance. Universities have a unique perspective and opportunity to effect positive change:

Learn more about the Women in Investment Management Initiative