World-class investment education and thought leadership
Attract talent, empower your people, and engage on topics that move our industry forward.
Elevate your team's investment expertise and ethical leadership
At CFA Institute, we are dedicated to advancing the investment management industry through a comprehensive suite of offerings designed to uphold the highest standards of ethics, education, and professional excellence.
In collaboration with our industry partners, we serve investors and society by providing finance education and credentialing, establishing industry standards and codes, publishing insightful policy papers, engaging in university outreach, and promoting ethics and integrity to foster a stronger, more trustworthy industry.
Why collaborate with us?
World-class credentials
Access the gold-standard CFA® Program and specialized certificates that build industry-recognized expertise.
Global standards and ethics
Ensure your team operates with the highest ethical and professional standards.
Tailored learning options
Flexible programs designed to meet your organization's goals.
Impactful research
Access actionable research that strengthens markets, advances ethics, and enhances investor outcomes.
Webinars and events
Join other investment professionals to explore emerging trends and foster global connections.
Investor trust and advocacy
Align your organization with the values of integrity, transparency, and investor protection.
Learning paths for your employees
Whether you’re enhancing your team’s core financial knowledge or upskilling them in critical specialized fields like sustainability, CFA Institute offers programs that set the standard in investment management.
Empower world-class investment expertise
Enable your team to pursue the world's most respected credential in the investment management industry.
The CFA Program equips employees with advanced investment analysis and real-world portfolio management skills, underpinned by a commitment to ethics and professionalism.
Build sustainability capabilities
Sustainability is now a core consideration in investment decision-making. Give your team the tools to integrate environmental, social, and governance (ESG) factors into their analysis and strategies.
- Certificate in ESG Investing provides a practical foundation in assessing ESG risks and opportunities.
- Climate Finance Certificate deepens understanding of climate-related investment considerations and strategies.
Establish foundational investment knowledge
For professionals new to investment management or in supporting roles, the CFA Institute Investment Foundations® Certificate provides essential financial and investment concepts to help them better understand the industry and contribute effectively to your organization.
Deepen understanding of private markets
Private markets play a crucial role in investment strategies. Strengthen your team’s expertise with specialized training:
- Private Markets and Alternative Investments Certificate provides a foundational understanding of private equity, private credit, real estate, infrastructure, commodities, and hedge funds—ideal for those new to alternative investments.
- Advanced Private Equity Certificate offers in-depth knowledge of private equity operations, investment strategies, and governance. Designed for professionals looking to advance in private equity.
Strengthen investment performance expertise
Enhance client trust by providing your team with in-depth knowledge of investment performance measurement.
The Certificate in Investment Performance Measurement (CIPM®) equips your workforce with advanced skills in evaluating investment performance, conducting risk analysis, and effectively communicating results.
Invest in your team's growth
Get in touch to learn how we can help streamline talent development initiatives for your organization.
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Why hire a CFA® charterholder?
There are many reasons why leaders across the investment industry trust their firms’ futures to CFA charterholders.
Find, qualify, and retain talent
We offer a broad portfolio of services to help you grow and strengthen your organization’s talent and reputation.
Who do CFA charterholders work for?
CFA charterholders are employed by some of the world’s biggest financial institutions.
