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

Your Success Partners: Spotlight on Your Subject Specialists!

Martha Maldonado

Martha Maldonado

Quantitative Analysis | Python | Data Science | Statistical Machine Learning Head of Engineering | Senior Quant at Liquidity Lock Global Markets Director at MOSTACK Technology. Expertise in financial analytics, modeling, and Python development Extensive experience in index research and maintenance using Python and VBA Director at KPMG . CFA charterholder 10+ years of experience in valuation Worked on engagements in diverse industries
Martha Maldonado

Martha Maldonado

Expertise in M&A, mergers, divestiture, financial reporting, fund raising, and regulatory ompliances Senior Economist with expertise in fixed income strategy Over 9 years of experience at ICICI Securities Primary Dealership Over 9 years of experience at ICICI Securities Primary Dealership Economist role at Axis Bank for 2 years. Desk Quant/Quant Analyst Lead at NatWest Markets Plc Rates Derivative Strat (Vice President) at Goldman Sachs.
Martha Maldonado

Martha Maldonado

Worked in the Global Markets Research team at ICICI Bank Senior Researcher at Institute of Indian Economic Studies in Tokyo, Japan Holds a Master’s degree in Business Economics from Delhi University CFA Level 2 cleared and Financial Risk Manager (FRM) certified Vice President at Invest India Consultant at NITI Aayog Equity Derivatives Analyst at Bank of America Merrill Lynch Team Leader at Bank of America Merrill Lynch CFA Charterholder and FRM Holder Expertise in investment, financing, and risk ...

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Essential

12-Month Access

$499.00

  • 60 Hours of Video Lessons
  • 2,000 Pages of Study Notes
  • 4,000 Practice Questions
  • 5 Full-length CBT Mock Exams
  • Formula Sheet
  • Performance Tracking Tools
  • Personalized Study Plan
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Live Global Classroom

12-Month Access

$649.00

  • 60 Hours of Video Lessons
  • 2,000 Pages of Study Notes
  • 4,000 Practice Questions
  • 5 Full-length CBT Mock Exams
  • Formula Sheet
  • Performance Tracking Tools
  • Personalized Study Plan
Buy Now

Essential

12-Month Access

$499.00

  • 60 Hours of Video Lessons
  • 2,000 Pages of Study Notes
  • 4,000 Practice Questions
  • 5 Full-length CBT Mock Exams
  • Formula Sheet
  • Performance Tracking Tools
  • Personalized Study Plan
Buy Now

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