Publications & Multimedia

Invest Like the Best with Patrick O’Shaughnessy, CFA

Be sure to catch the latest Invest Like the Best podcast series episodes, including “The State of Automated Investing,” with Jon Stein, CFA, CEO and founder of Betterment, and “Small Bets, Huge Payoffs,” with Chris Cole, founder and managing partner at Artemis Capital Management.


Discovering Phi: Motivation as the Hidden Variable of Performance

Over 18 months of surveys, interviews, and data analysis went into answering: "How can we leverage the motivation of investment professionals and their clients to achieve better financial outcomes?" See what we found creates the greatest potential for long-term, sustainable performance.
Author: CFA Institute and the State Street Center for Applied Research


The Oil and Gas Industry

This guide—free to members—describes and analyzes energy industry processes that make up the value chain that investors interested in the industry should understand; 1 CE.
Author: Jens Zimmermann, CFA


CFA Program Curriculum Updates

11 new refresher readings, all offering CE credit.


In Practice

New series of members-only companion pieces to Financial Analysts Journal research. 


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Articles and Books

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Online Courses

Find self-paced learning in a web-based environment, designed to provide practical materials and activities geared towards mastering a particular subject.

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A forum for delivering analysis of current issues in finance and investing, our aim is to elevate the most interesting and compelling commentary and perspectives from the sea of opinions and research to provoke debate and an exchange of ideas.

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Instant Lecture Kits

The Investment Series Instant Lecture Kits are a resource for professors and CFA Societies. These complementary teaching and programming resources are based on the CFA Institute Investment Series books.

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