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  • Due to overwhelming traffic, the CFA® Program June 2019 early registration deadline has been extended to Wednesday, 17 October 2018 at 11:59 PM ET. If you experience a system issue while attempting to register, we request that you delay additional attempts for at least 4 hours.

University Professors

We offer complimentary resources to university professors as part of our mission to promote the highest standards of ethics, education, and professional excellence.

The CFA Program and Your Curriculum

We encourage professors and universities to incorporate the CFA® Program Candidate Body of Knowledge (CBOK)—including the Code of Ethics and Standards of Professional Conduct—into their finance and business degree programs.

If you are considering incorporating the CBOK into your curriculum,* here are some sample syllabi and course descriptions, for your reference (all are PDF files):

*Universities that integrate the CBOK into their programs are not required to notify us, but must adhere to our trademark guidelines (PDF). There is no formal recognition by CFA Institute for such efforts nor do we provide verification of any claims made to that effect.

Curriculum Content and Textbooks

CFA Program curriculum content and materials are available in various formats for ease of use in classroom instruction:

  • Official CFA Program curriculum, by exam level: The same curricula CFA Program candidates receive when they register for an exam is now available publicly for purchase directly from John Wiley & Sons or through retail booksellers.
  • CFA Investment Series: Grounded in the CFA Program Candidate Body of Knowledge, these texts are authored by leading industry professionals and academics who bring their wealth of knowledge and expertise to your finance students. Each textbook comes with an associated workbook containing Learning Outcome Statements, chapter summaries, and practice problems. More information, evaluation copies, and teaching aids are available from your John Wiley & Sons representative.
    Lecture slide decks are also available.
  • Customized via Wiley’s Custom Select platform: Professors can mix and match both CFA Program readings and chapters from other books to create custom course materials in print or digital formats with Wiley Custom Select.

Opportunities for You

  • CFA Program Scholarships are available for eligible college/university professors who teach a minimum of six credit hours per quarter/semester and administrators or department heads who teach three hours per quarter/semester.
  • We collaborate with leading business schools to offer discounted rates on executive education courses developed exclusively for experienced investment professionals.
  • The Professor's Kit is a slide deck presentation that helps university faculty explain the structure, benefits, fees, and registration requirements of the CFA Program. Request your Professor's Kit by emailing us at university@cfainstitute.org.

Contact the University Relations team to request your Professor's Kit

Opportunities for Your Students

You can also encourage your students to:

Opportunities for Your University

CFA Exam Prep Courses

Universities interested in offering exam prep courses for any the CFA Institute programs may apply to participate in our Approved Prep Provider Program.

Educational Waivers

Your university can provide coursework or entrance exam waivers to students who have successfully completed all or part of the CFA Program, CIPM Program, and/or Investment Foundations Program. Contact us to learn more about this opportunity.

Supporting Gender Diversity

Our Women in Investment Management initiative is an action-oriented approach supported by research linking gender diversity with business performance. Universities have a unique perspective and opportunity to effect positive change:

Learn more about the Women in Investment Management Initiative

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