Ways to Learn
Performance Evaluation: Return Measurement and Data Integrity
Learn techniques to assess investment results, determine sources of returns, and evaluate investment managers.
Risk Measurement, Risk Attribution, and Performance Appraisal
Measure and attribute risk and analyze portfolio characteristics to monitor investment mandate implementation as well as various performance appraisal measures.
Financial Modeling - Building a 3 Statement Model
Learn to build financial models to better evaluate prospective impacts and opportunities on portfolios.
Coming Soon Courses
Decentralized Finance for Investment Professionals
Essentials of blockchain technology, cryptocurrency, hashing, mining, smart contracts, non-fungible tokens (NFTs) and more.
Data and Statistics Foundation for Investment Professionals
Learn data techniques used in machine learning and ways to tell the data story using visualizations in report writing.
Statistics for Machine Learning for Investment Professionals
Examine modeling frameworks and get familiar with Python and R languages to improve investment decision making.
Machine Learning for Investment Professionals
Gain an understanding of machine learning along with the technical and soft skills needed to use it in the investment process.
Natural Language Processing for Investment Professionals
Learn to leverage NLP in sentiment analysis for use in investment valuation models and the decision-making process.
Frequently Asked Questions
The Professional Learning courses are designed to cover relevant topics specifically for the investment industry, ranging from emerging concepts such as Data Science and Decentralized Finance to more traditional topics such as Performance and Risk Attribution and Soft-Skills. We will determine courses to develop based on identified industry needs through listening to our members, engaging with our societies, consulting with institutional partners and based on our areas of unique expertise.
All courses will include certificates of completion, allowing learners to showcase their participation and engagement with learning from CFA Institute. Some courses will be designed to enable the learner to earn badges and/or certifications. These details will be included in the descriptions for each course. Additionally, each course will include defined PL Credits for members.
Professional Learning courses are open to all individuals interested in developing skills for the investment industry.
Membership options with CFA Institute is based on several factors including industry role and is subject to application review. For details on becoming a member, we invite you to visit our membership details page.
CFA Institute will be developing new courses for launch regularly, anticipated to be at the rate of one per month. Courses will include those offered on our own Learning Ecosystem in our traditional online, self-paced format as well as via live, instructor-led sessions in collaboration with leading providers around the globe.