For Employers & Institutions

As you grow your talent and deepen your organizational expertise, consider CFA Institute and our globally recognized educational programs, codes and standards, and learning products.

We offer cost-effective, practice-driven, and globally relevant programs which cover investment industry essentials, investment performance and risk-evaluation, or advanced investment skills and knowledge.

Practice-Driven Curricula

As the investment management profession continues to evolve, CFA Institute meets with, interviews, and surveys practicing investment decision-makers, policymakers, university leaders, and regulators to understand the knowledge, skills, and abilities required to prepare the next generation of investment managers. This practice analysis process is a dynamic assessment method that informs updates to our program curricula.

Learn more about CFA Program practice analysis and curriculum updates for 2017.
Download the practice analysis fact card (PDF).

Our Educational Programs

The CFA® Program

No credential is as widely respected in the industry for its breadth of advanced and current skills, global relevance and ethical grounding as the CFA charter. And none is harder to obtain. 

By hiring CFA charterholders, you strengthen your team with professionals who have an in-depth understanding of your client needs, and the capacity to tailor and implement specific solutions. Learn more about the CFA Program.

The CIPM® Program

The Certificate in Investment Performance Measurement (CIPM) Program offers a unique investment performance and risk-evaluation skill set which demonstrates your commitment to your clients’ best interests and your firm’s success. Learn more about the CIPM Program.

CFA Institute Investment Foundations™ Program

Investment Foundations offers a simple and cost-effective way to get your employees up to speed on how the global investment industry really works. Learn more about the Investment Foundations certificate program for your employees.

Adhere to Global Best Practices

Enable your firm to compete internationally by complying with the Global Investment Performance Standards (GIPS), a rigorous set of investment performance measurement standards adopted in 37 countries and recognized around the world. Learn more about GIPS.