Accelerate Your Career
Whether you are just starting your career, seeking industry certification, or aiming to stay ahead in the finance industry, CFA Institute offers a robust set of courses and certificates to help you open the right doors in your career journey.
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Download the BrochuredownloadWhich Program to Choose
With over 70 years of experience as a trusted provider of professional learning, we are here to help you excel in the finance industry. Consider the following depending on where you are in your career.
| Program Overview | Who Should Register? | |
|---|---|---|
| Investment Foundations Course | This course provides an overview of the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry. You will be equipped to think critically, ask the right questions, and ultimately open doors in the industry through your expanded knowledge. | Ideal for those considering the investment industry and those working in support roles within the industry already (e.g., marketing, HR, sales) |
| CFA Program | The premier investment analysis credential, this program gives you the knowledge and the skills to thrive in the competitive investing industry. The CFA charter gives you expertise and real-world skills in investment analysis that will help you advance your career. | Whether you are a practicing investment professional, a student, switching careers or looking to start a career in this field, the CFA Program offers a way to move forward and achieve your professional goals. |
| ESG Certificate | This certificate offers you both practical application and technical knowledge in the fast-growing field of ESG investing — an opportunity to both accelerate progress and demonstrate purpose. The certificate and learning materials were developed by leading practitioners for practitioners and have been recognized by the UN Principles for Responsible Investment (PRI). | Designed for investment practitioners who want to learn more about how to analyze and integrate material ESG factors into their day-to-day roles. It is suitable for anyone working in front or back offices and adjacent roles — including sales, wealth managers, product developers, financial advisors, consultants, data scientists, and risk analysts — as well as anyone looking to improve their understanding of ESG issues. |
| Climate Investing and Valuation Certificate | This certificate uses application-based activities and case studies from around the world to help you develop the competencies and skills needed to integrate climate-related investing principles into the investment process. | Ideal for learners who want practical skills to integrate climate considerations in portfolio management or who need to communicate climate principles to colleagues or clients. |
| Data Science Certificate | This certificate provides practical knowledge of data techniques and machine learning fundamentals and how they are used in the investment process. It will enable you to apply machine learning concepts to real-world investment problems and explain them clearly to a non-expert audience and clients. | Ideal for those with some background in finance and investments and looking to learn about applying Data Science to the investment process. No prior knowledge of Python or R is required. |
| Private Markets Certificate | This certificate is designed to give you a foundational understanding of the key features and differences between private equity, private credit, real estate and infrastructure, commodities, and hedge funds. | Ideal for new entrants to the private markets industry, existing industry professionals, and consultants. |
| Climate Finance Course | This course provides an introduction to climate change and its related economic and environmental impacts, we well as climate solutions. You will be introduced to key elements around climate change, carbon pricing, sustainable business models, and climate risk and opportunities in the context of business as well as portfolio construction and investment analysis. | Ideal for learners interested in climate change issues and their impacts on business and finance. |
| Mitigating Biases in the Data Science Pipeline for Investment Professionals Course | This course introduces investment professionals to the biases in data science pipelines and ways to mitigate them. | Ideal for those with some background in finance and investments. |
| DeFi: Introduction to Blockchain and Cryptocurrency Course | This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. | Course is designed for investment professionals who wish to gain a quick, thorough understanding of DeFi fundamentals, including the technology and its applications and the risks and opportunities it represents. |
| Machine Learning for Investment Professionals Course | This course is uniquely tailored to the needs of investment professionals or those with investment industry knowledge who want to develop a basic, practical understanding of machine learning techniques and how they are used in the investment process. Ideal for those with some background in finance and investments. | Ideal for those with some background in finance and investments. |
| Investment Manager Selection Course | This short course will enable you to apply a rigorous framework to the process of investment manager selection for both traditional and alternative investments. | Ideal for private wealth managers, investment consultants and managers of managers who wish to formalize their approach to investment manager selection, and for asset owners who wish to better understand the process of manager selection. |
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