Refresher Readings

The constantly evolving global investment industry demands continuous learning to stay current with investment products, strategies and solutions, investor priorities, and best practices. That's why CFA Institute offers members the latest CFA^® Program curriculum annually as an exclusive member benefit.

Whether you've just completed the CFA Program, or it's been awhile, you can always count on CFA Institute for continuing education and career support.

Your guide to what's new in the curriculum for 2018—a total of 10 summaries to refresh your knowledge.

A CFA Program refresher to help you stay current on key developments in practice from the past ten years.

Exclusive to members, these direct excerpts from the CFA Program curriculum help you revisit or relearn certain concepts.

• 

  Introduction to Asset Allocation

  2 CE credits
  

• 

  Principles of Asset Allocation

  3 CE credits
  

• 

  Asset Allocation with Real-World Constraints

  1.5 CE credits
  

• 

  Currency Exchange Rates: Understanding Equilibrium Value 2.5 CE credits

• 

  Introduction to Alternative Investments

  2 CE credits
  

• 

  Alternative Investments Portfolio Management

  4 CE credits
  

• 

  Introduction to Fixed-Income Portfolio Management

  1.5 CE credits
  

• 

  Liability-Driven and Index-Based Strategies 2 CE credits
• 

  Yield Curve Strategies

  2 CE credits
  

• 

  Fixed-Income Active Management: Credit Strategies

  2 CE credits
  

Although ethics readings are included in the Refresher Readings collection, members are encouraged to use the Standards of Practice Handbook and related resources to help navigate the ethical dilemmas they face in their professional lives.

The entire current CFA Program curriculum is also available for purchase in print and electronic format for members, non-members, and any other interested parties.