About the Certificate

The CFA Institute Investment Foundations ® Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

Who should attend?

Anyone preparing and supporting investment decisions within the industry. Operations, client support services, marketing, compliance, HR, IT, legal – all would benefit from the broad syllabus covered by this qualification.

Why study for this certificate?

This certificate will help you:

  • Obtain sufficient knowledge to confidently sit and pass the exam
  • Understand the Investment Universe and the context of the work you do
  • Understand key financial terms and information that will help within your role

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