CFA Institute Investment Foundations - Preparation Course (certified path)
Empower yourself with a practical introduction to complex financial markets and investment management. The Investment Foundations Program from CFA Institute covers finance industry content over seven modules. It is specifically designed for professional disciplines outside of investment roles, including IT, legal, operations, accounting, administration, client service, HR and marketing.
Confidence: Learn how your role fits within the complex global industry so you can contribute meaningfully to conversations and decisions.
Clarity: Acquire a common understanding of industry structure and vocabulary, regardless of your role or geographic location.
Collaboration: Gain the knowledge to collaborate effectively with investment management professionals worldwide and raise your professional competence.
Our evening course takes you through all 20 chapters of the curriculum:
Industry overview 5%
Ethics and regulation 10%
Inputs and tools 20%
Investment instruments 20%
Industry structure 20%
Serving client needs 5%
Industry controls 20%
A qui s'adresse la formation?
Finance Industry employees outside investment roles, e.g. HR, IT, sales, marketing, legal, admin, etc.