Investment Foundations Program for Your Employees

The CFA Institute Investment Foundations Program is an online, self-study program that can give your employees a clearer understanding of the investment industry.

Covering topics such as ethics and regulation, investment instruments, and serving client needs, Investment Foundations can benefit anyone working with, or for a financial services organization.

Investment Foundations certificate holder profile  
There are over 10,000 Investment Foundations certificate holders globally. See their top job functions and markets (PDF).

Organizations That Employ Investment Foundations Certificate Holders

Hear from organizations that are benefiting from the Investment Foundations certificate program:

Purchase Registration Vouchers

Create a CFA Institute account (or log in to an existing account) to purchase employee registration vouchers online. Review the Voucher Purchase Agreement (PDF).

Bulk Voucher Purchase Pricing

5-250 vouchers: US$200 each

Includes the exam registration fee, access to all study materials, and one exam sitting per voucher. If you wish to purchase fewer than 5 or more than 250 vouchers, please contact the client manager in your region.

Program Administration Tool Benefits

  • Assign vouchers numbers to your employees.
  • Track expiration of available vouchers and employee usage.
  • Review employee exam registration status and pass/fail results.
  • Preview all communications Investment Foundations candidates receive.