CFA Institute Investment Foundations - Preparation Course (certified path)

Empower yourself with a practical introduction to complex financial markets and investment management. The Investment Foundations Program from CFA Institute covers finance industry content over seven modules. It is specifically designed for professional disciplines outside of investment roles, including IT, legal, operations, accounting, administration, client service, HR and marketing.

Confidence: Learn how your role fits within the complex global industry so you can contribute meaningfully to conversations and decisions.

Clarity: Acquire a common understanding of industry structure and vocabulary, regardless of your role or geographic location.

Collaboration: Gain the knowledge to collaborate effectively with investment management professionals worldwide and raise your professional competence.

Our evening course takes you through all 20 chapters of the curriculum:

• Module 1 - Industry overview 

• Module 2 - Ethics and regulation

• Module 3 - Inputs and tools

• Module 4 - Investment instruments

• Module 5 - Industry structure

• Module 6 - Serving client needs

• Module 7 - Industry controls

Finance Industry employees outside investment roles, e.g. HR, IT, sales, marketing, legal, admin, etc.

Warning:

This course helps you prepare for the CFA Institute Investment Foundation exam, NOT the CFA Professional/Graduate level exam.

CFA Institute Investment Foundations Program is a free, fully-online certificate program. The program is offered through a digital platform that contains all content needed to adequately prepare for the exam. 

Registered candidates can access the Learning Ecosystem through Candidate Resources using the username and password created during the registration process.

You have 180 days from the date of registration to successfully complete the program by passing the online exam.

The final examination is a Multiple Choice exam including 100 questions to be completed in 100 minutes.

Upon successfully passing the final examination, candidates can claim a digital badge and a print certificate. Successful Investment Foundations certificate holders are also eligible for waivers and continuing education credits.