Teaching Materials

These educational materials are complementary teaching and programming resources based on the CFA Institute Investment Series books.

These materials are intended for use by university professors using the CFA Institute Investment Series books in their instruction. 

You must log in to access this content.


This text provides a comprehensive guide to derivatives, derivative markets, and the use of options in risk management. Following an introduction to the various types of derivatives and their characteristics, readers will find a detailed examination of each market and its contracts, including forwards, futures, options, and swaps. Credit derivatives markets and their instruments are also investigated.

Access the Derivatives teaching materials (login required)

Equity Asset Valuation

As part of the CFA Institute Investment Series, the third edition of Equity Asset Valuation has been designed for a wide range of individuals, from graduate-level students focused on finance to practicing investment professionals. This globally relevant guide outlines the essential methods used to evaluate modern equity investments — including those traded outside North America.

Access the Equity Asset Valuation teaching materials (login required)

Fixed Income Analysis

Fixed Income Analysis provides authoritative and up-to-date coverage of how investment professionals analyze and manage fixed income portfolios. Valuable for self-study, general reference, and classroom use, Fixed Income Analysis provides comprehensive, example-driven presentations of all essential topics in the field.

Access the Fixed Income Analysis teaching materials (login required)

Corporate Finance: A Practical Approach

In today's competitive business environment, corporate managers must find innovative ways to promote rapid and sustainable growth. As part of the CFA Institute Investment Series, Corporate Finance has been designed to help you develop the skills to achieve this goal.

Access the Corporate Finance teaching materials (login required)

International Financial Statement Analysis

A practically oriented introduction to financial statement analysis, each chapter of International Financial Statement Analysis covers one major area of financial statement analysis and is written by highly credentialed experts.

Access the International Financial Statement Analysis teaching materials (login required)

Investments: Principles of Portfolio and Equity Analysis

Investments: Principles of Portfolio and Equity Analysis, a comprehensive guide to investment analysis and portfolio management by an expert team from CFA Institute, provides the broad-based knowledge professionals and students of the markets need to manage money and maximize return.

Access the Investments: Principles of Portfolio and Equity Analysis teaching materials (login required)

Quantitative Investment Analysis

Quantitative Investment Analysis will help you understand quantitative methods and apply them to today's investment process. Topics include regression, time series, and multifactor models, and introduce a variety of relevant, investment-oriented examples. The book emphasizes the even treatment of subject matter, consistency of mathematical notation, and continuity of topic coverage that is so critical to the learning process.

Access the Quantitative Investment Analysis teaching materials (login required)

Economics for Investment Decision Makers

Economics for Investment Decision Makers fills you in on all the economics terms, concepts, principles, and practices investment professionals need to know to make the most informed investment decisions. From supply and demand to monetary and fiscal policy, business cycles to currency exchange rates, this guide brings the "dismal science" down to earth with clear, jargon-free explanations and an abundance of illustrative examples.

Access the Economics for Investment Decision Makers teaching materials (login required)

We’re using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.