CFA Institute Programs

CFA Institute represents the industry gold-standard for effective and ethical investment management practices. Our educational programs are recognized and respected around the world as the ultimate commitment to clients’ best interests and a firm’s success. Challenge yourself, advance your career, and embark on your journey.

Find Out If You Are Ready

CFA Programs

Programs Designed to Unlock Your Potential

From foundational knowledge to investment mastery, our industry acclaimed programs are developed to help professionals excel at all stages of their career. Explore three distinct educational programs to discover which one best aligns to your goals.

  • CFA® Program 

    The gold-standard credential for the investment management industry.

    • 10 topic areas
    • 3 exams
    • 3–4 years to complete
    • Become a CFA charterholder
    • Designed for portfolio and wealth managers, investment and research analysts, professionals involved in the investment decision-making process, and finance students.
  • CIPM® Program

    The credential to develop your skills in effective performance evaluation and manager selection.

    • 6 topic areas
    • 2 exams
    • 1–2 years to complete
    • Earn the CIPM designation
    • Designed for portfolio managers, investment consultants, financial advisers, sales and client service professionals, as well as other investment professionals involved in selecting portfolio managers, evaluating portfolio performance, or communicating with clients.
  • Investment Foundations® Program

    Zero-cost course on industry essentials and foundational principles.

    • 7 topic areas
    • 1 online exam
    • Minimum of 1 month to complete
    • Earn the Investment Foundations certificate
    • Designed for professionals who work with or support investment decision makers in the investment management industry.

Monica Gordillo

Shaping the Future of Finance

CFA charterholders and society members are not only highly skilled financial professionals, they are involved thought leaders that uphold modern ethical investment management practices. 

"What I like most about my current role is that although it is a technical job, it also requires fostering trusting relationships and practicing good communication skills when interacting with clients and colleagues."

- Mónica Gordillo San Juan, CFA, CIPM, Due Diligence, BBVA AM Spain

Advance Your Abilities, Explore New Opportunities

CFA Institute prepares professionals for the industry's top financial positions because our designations signify the highest commitment to trust and ethical investment practices. Strive for excellence and start your journey to become an elite investment professional.

  1. Accelerate Your Career

    Earn recognition for mastery of industry leading investment management practices. Gain access to a hub of career resources.
  2. Expand Your Knowledge

    Learn from programs that equip you for complex investment decisions and real-world scenarios. Access proprietary, high-quality learning materials and study tools.
  3. Grow Your Network

    Connect and discover new opportunities by becoming part of our active global community and professional societies. Attend special events and conferences.

Charterholders Drive the Investment Industry

In today's modern changing markets, credible and reliable investment professionals play a crucial role in maintaining the health of the industry. CFA charterholders are chosen for their ability to drive key investment decisions with more confidence and accuracy.

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