For Investors Information you need to make informed investment decisions

Smart decisions start with research and knowledge. Understanding the world’s financial markets and basic investing principles give individual investors like you a fundamental understanding from which you can build your knowledge and confidence. We recommend you choose a CFA charterholder as a trusted adviser to answer your questions and help ensure you’re making the best decisions for your investment goals.

The Most Valuable Asset

Build Your Investment Knowledge

We offer articles and tools to help you:

  • Understand the basics of investing
  • Evaluate your investments
  • Make plans for life events like retirement and college
  • Work with an adviser

View investment tools and articles

Forbes Course

The Forbes/CFA Institute Investment Course is an interactive roadmap to investing in today's challenging stock markets.

  • Includes advice for novices, but also accommodates those who are more familiar with markets
  • Provides important information on fundamental analysis versus technical analysis
  • Details different asset classes: fixed income securities, derivatives, mutual funds, and equities

Learn more about the course and supplemental materials

Choose a CFA Charterholder

If you want to partner with an investment professional with proven expertise and integrity, choose a CFA charterholder. No credential is as widely regarded in the global financial industry.

Learn why you should choose a CFA charterholder