Financial Knowledge Supporting competent and informed investment decision making

Financial Knowledge

CFA Institute promotes the overall financial knowledge of those who work in the financial industry through our programs: CFA®, CIPM®, and Investment Foundations™. These practice-based education programs are recognized and respected around the world, and cultivate an educated and professional investment manager workforce. Meanwhile, our investor education efforts support a strong future of finance by building a more knowledgeable investor base, as we seek to encourage fundamental understanding of investment concepts.

Tools for Action

CFA Program: A credential bridging academic theory, current industry practice, and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills.

CIPM Program: A designation offering in-depth, practice-based skills for effective investment performance and risk evaluation, manager appraisal and selection, performance attribution, and communication of investment results.

Investment Foundations: A certificate of knowledge providing a clear understanding of the essentials of the investment industry, ethics, and industry roles and responsibilities.

Global Market Sentiment Survey 2015: An annual survey of CFA Institute members that gauges their outlook on financial markets, integrity, and performance.

Elements of an Investment Policy Statement for Individual Investors: A tool to help investment professionals understand their clients' objectives, restrictions, tolerances, and preferences.

Recent Supporting Articles