What Will I Learn in the Investment Foundations Program?
The Investment Foundations course of study provides a fundamental understanding of the investment industry through seven topic areas. Some topics are emphasized more than others. Below are the exam modules and approximate weighting for each.
Download full chapters from the course of study
Investment Foundations Exam Topics & Approximate Weights
||Ethics and regulation
||Inputs and tools
||Serving client needs
Download a general overview of the course of study (PDF).
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How to Learn the Course of Study
All registered candidates have access to our comprehensive study tool, the Learning Ecosystem, to prepare for the Investment Foundations exam.
You can also study the eBook, which contains:
- 20 chapters (log in to download chapters for free)
- Learning Outcome Statements (LOS) that indicate what you should know after studying each chapter
- Chapter review questions
- A glossary of industry terms
The two-volume print version of the 2017–2018 eBook is available for purchase. Volume I
| Volume II