University Affiliation Program
Join over 800 universities worldwide and access our gold-standard resources, programs, events and more.
What is the University Affiliation Program (UAP)?
The University Affiliation Program (UAP) recognizes academic institutions that embed at least 70% of the CFA® Program Candidate Body of Knowledge™ (CBOK) into their curricula. Through cooperation with universities around the world, we seek to promote ethics-based investment education in university degree programs aimed at developing investment professionals.
Why join UAP?
Promote your university
Your university will be recognized as an Affiliated University on the CFA Institute website, and you will have rights to use the UAP logo on marketing materials.
Access resources and content
Your principal contact will receive access to our Learning Ecosystem, including exam materials and all three levels of CFA Program curriculum.
Events news and networking
Principal contacts also have access to events for wider networking and collaboration and will receive the monthly UAP newsletter.
CFA Program scholarship opportunities
Awarded by the principal contact to deserving students for discounts on CFA Program exam fees. Professor scholarships are also available.
Join a global network
Once affiliated, universities join our global network of finance degree programs aligned to the CFA Program.
Student employability and mobility
Students benefit from completing a degree program that is close to practice and associated with a globally recognized professional credential.
University Relations Handbook
Your all-in-one guide to CFA Institute resources, programs, and support for universities. This handbook is designed to make connecting with us easier, providing a comprehensive overview of how CFA Institute and our Society partners support universities in developing the next generation of investment professionals.
The CFA Institute University Affiliation Program has been a significant benefit to both our Learning & Teaching approach and to our students personally. It has enabled our teaching focus to be guided by industry practice as well as successfully preparing our students for the CFA exams.”
The University Affiliation Program helps us attract students from all over the world who are motivated to pursue careers as analysts in financial markets. The relationship helps us develop our curriculum and recognize trends in the financial sector.
The University Affiliation Program affirms SMU’s commitment to ethical finance. Our students get an edge knowing that at least 70% of what they learn in the classroom is related to real-world practice.
How to become an affiliated university
Check eligibility
- Have a viable cohort of students currently enrolled and studying in your academic degree program.
- Hold educational accreditation or government authorization.
- Contain a required minimum number of semester hours of coursework and demonstrate that the degree program. covers 70% of topics contained within the CBOK Level I (undergraduate) or all three levels (graduate).
Request application
- To request an application, please email us.
- We'll use the information you provide to perform our preliminary due diligence. If successful we'll invite you to an interview meeting to discuss further.
Search for affiliated universities
- Check the spelling of your keywords.
- Try using fewer, different, or more general keywords.