CFA Investment Foundations

Debt Finance

About the Program

This program is designed for candidates who want to build a strong foundation of finance and investment management. The qualification focuses on the global investment industry and covers key financial principles and products. The qualification also offers an introduction to ethical conduct in relation to the investment industry. Regardless of your background, this program is highly recommended to anyone that aspires to enter into the finance and 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.

Exam Weighting Per Chapter

  • Industry Overview
  • Ethics & Regulation
  • Inputs and tools
  • Investment Instruments
  • Industry Structure
  • Serving Client Needs
  • Industry Controls

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