CFA Institute Investment Foundations® Certificate

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The Investment Foundations® Certificate is a self-paced, online learning program that provides learners with an overview of the essentials of finance, ethics, and investment roles. It is designed for those aspiring to, or currently working within, support roles across the investment and finance industries.
The Investment Foundations® Certificate can benefit anyone who wants to learn more about the investment industry, including those in marketing, sales, project management, human resources, IT, and legal.
You can register for the Investment Foundations® Certificate for USD350. Once registered, you will have 12 months to complete the six courses and a final assessment, all completed through the online learning system. 

What You Will Learn

Learn the terminology

Familiarize yourself with investment terms and concepts, such as stocks, bonds, mutual funds, and ETFs. This will enable you to communicate effectively with clients and colleagues. 

Understand the markets

Stay up-to-date with market trends and economic indicators. This will help you make informed investment decisions and provide valuable insights to clients.

Develop analytical skills

Analytical skills are crucial in the investment industry. Learn how to analyze financial statements, evaluate risk, and identify investment opportunities

Build a strong network

Networking is essential in the investment industry. Attend industry events, join professional organizations, and connect with colleagues and mentors

Stay compliant

Compliance is a critical aspect of the investment industry. Stay up-to-date with regulations and guidelines to ensure that you and your firm are operating within legal and ethical boundaries

Pursue continuing education

Investing is a constantly evolving field, and it’s important to stay current with industry developments. Pursue continuing education opportunities, such as certifications, seminars, and training programs.

Program Structure

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