Research & Financial Tools

As a member of the CFA Institute community, you have access to thousands of articles, multimedia, and hands-on spreadsheets and models that you can use to make smarter and more ethical investment decisions for your clients. Use these tools to build your knowledge and advance your career.

Tools by Topic

Find resources by investment topic such as derivatives, equity investments, and private wealth management. Tools include calculators, spreadsheet models, data sets, and questionnaires.

Find tools by topic

Global Body of Investment Knowledge (GBIK)

CFA Institute regularly conducts a survey of investment professionals around the world to determine the knowledge, skills, and abilities relevant to our profession. The results help define our Global Body of Investment Knowledge (GBIK), which serves as a guide to all CFA Institute lifelong learning activities.

Learn more about the GBIK

CFA Institute Glossary

Access a full glossary of financial terms from the CFA Program curriculum. We invite you to send us suggestions and additions.

See glossary of financial terms


More than 5,000 five-page book summaries in PDF format and over 600 finance-related titles. Many titles are available as audio downloads and compatible with mobile devices.

Access getAbstract (Member log in required)

Marketing Tools

Find resources to market your business. Here you will find templates, public relations resources, and more.

Access marketing tools