Is CFA Institute Investment Foundations™  Right for You?

Investment Foundations is a comprehensive global education certificate program that provides a clear understanding of investment industry essentials. Whether you’re just starting a career in financial services or want to learn essential industry concepts, Investment Foundations offers an accessible solution for breaking through the complexities of the global investment industry and raising your professional profile.

The Big Picture

The certificate program is designed for all professional disciplines outside of investment roles, including IT, operations, accounting, administration, compliance, legal and marketing. There is no education or experience requirement and the exam can be taken at your convenience at available test centres around the world.

The CFA Institute Investment Foundations™ certificate program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

By completing the program and earning your certificate, you will:

• Gain a fundamental framework and knowledge of investment industry
• Stand out from the crowd in a competitive global job market
• Improve your job performance by gaining an understanding of common global industry standards
• Gain a better understanding of how your role impacts the rest of the business
• Feel more confident working with your colleagues and clients
  

The Investment Foundations certificate program provides a fundamental understanding of the investment industry through the following seven topic areas.

Seminar Content:

• Investment industry overview
• Ethics and regulation
• Tools and inputs
• Investment instruments
• Industry structure
• Industry controls
• Serving clients’ needs

EIMF Study Option:

We offer a comprehensive 20-hour teaching programme with an experienced CFA charter holder. The aim of the programme is to cover all the relevant content so participants will get the required knowledge. At the end of the porgramme an EIMF attendance certificate will be gives that can also be accepted for CPD requirements. Participants who choose to take the exam must register via the CFA website and pay the exam fee of US $250. You will have 6 months to take the exam after you register. Visit the CFA website to register for the exam.

The Investment Foundations exam is offered at many Pearson VUE test centers around the world. See exam centres in your area here.

About the CFA Institute  

CFA Institute is the global association of investment management professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 130,000 members in 140 countries and territories. For more information, visit www.cfainstitute.org