The basics of the investment industry - summarized in one compact program

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

This online learning experience is designed for institutions, including regulators and universities who have staff or students who want to enter, advance in, or understand the investment management industry.

Organizations that want to use the program as part of their professional development offering or wider learning program should contact CFA Institute through the access form on the CFA Institute website.

The Investment Foundations Program CURRICULUM

Topics of the Investment Foundations Program

  • Module 1: Industry Overview
  • Module 2: Ethics and Regulation 
  • Module 3: Input and Tools
  • Module 4: Investment Instruments
  • Module 5: Industry Structure
  • Module 6: Serving Clients Needs
  • Module 7: Industy Contorls