Resources for Professors
We offer complimentary resources to university professors as part of our mission to promote the highest standards of ethics, education, and professional excellence.
Candidate Body of Knowledge (CBOK)
The Candidate Body Of Knowledge (CBOK) represents the core knowledge, skills, and abilities generally accepted and applied by investment professionals globally.
CFA® Program Guide
Gain a clear understanding of how the CFA Program benefits your university and students including how the CFA Charter helps to advance careers, benefits for students, CFA Program curriculum, structure, and content and more.
Certificates
CFA Institute offers a range of certificate programs spanning sustainability, private markets, data science, and private wealth (coming soon).
Scholarships
CFA Institute offers a variety of scholarships for students, professors and regulators that help make the CFA® charter more attainable and give more people an opportunity to advance their career.
All scholarships include a waived enrollment fee and discounted registration.
Research and Policy Center (RPC)
Our Research & Policy Center contains a wealth of articles, reports and research relating to a wide variety of financial matters. These range from technology and data, to capital market insight, sustainable investment and much more.
Ethics teaching resources
We offer a broad range of resources to help investment professionals uphold the CFA Institute Code of Ethics and Standards of Professional Conduct (Code and Standards), including the Ethics Learning Lab — a digital learning platform — and the Ethical Decision-Making (EDM) Toolkit, which enables universities to conduct their own EDM workshops.
The Professor's Kit
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. Email us to request your Professor’s Kit.
CFA Program curriculum
We encourage universities to integrate the CBOK into finance and business degree programs. Sample syllabi and course descriptions are available here.
CFA Program curriculum, by exam level, can be purchased from Wiley or retail booksellers. Professors can customize course materials using CFA Program readings and other books with Wiley Custom Select.
*Universities are not required to notify CFA Institute when using the CBOK but must follow trademark guidelines (PDF). No formal recognition or verification is provided.
Resources for your students
Opportunities for your University
CFA exam prep courses
Universities interested in offering prep courses for CFA Institute programs can apply to join the Approved Prep Provider Program.
Educational waivers
Universities may offer coursework or entrance exam waivers to students who have completed all or part of the CFA® Program or CIPM® Program. Contact us for details.
Research Challenge
A global competition providing university students with mentoring and training in financial analysis and professional ethics.
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.
- Engage with a local CFA member society to invite female industry leaders to speak to your students.
- Distribute this postcard (PDF) and brochure (PDF) at student events.
- Share research reports focused on gender diversity, including the CFA Institute survey of investment management professionals on the subject of gender diversity (PDF) and selections from the Women in Investment Management Initiative curated collection of articles.
- Distribute these action cards, created specifically for: faculty (PDF) | students (PDF) | any audience (PDF)