Gain tangible knowledge of the investment industry with the CFA Institute Investment Foundations® Certificate. Being able to solve and communicate solutions for complex investment issues starts with understanding the essentials.
This certificate gives you a comprehensive overview of the investment industry’s structure, concepts, and ethical considerations, helping to advance your career in finance. Covering the fundamentals of the same topic areas as Level I of the CFA® Program, you’ll gain an essential understanding of the investment industry’s structure, financial markets, professional roles, and client needs.
Advance your subject matter expertise
Thinking “What do I learn with the Investment Foundations Certificate?” The certificate gives you an invaluable overview of the essentials of finance including types of markets and how they operate, the characteristics of primary investment instruments, and investment industry ethics. By the final assessment, you’ll have a clear understanding of the global investment industry including terminology and key concepts.
Investment Foundations® Certificate // Chris Wiese, CFA
Why choose the Investment Foundations Certificate?
Enhanced knowledge
Understand the different facets of the investment industry, including its structure, ethical considerations, and commonly used vocabulary.
Further learning
Ready yourself for the CFA® Program and achieve one of the highest distinctions in the investment management profession.
Competitive edge
Open more doors in your career by understanding investment industry fundamentals and concepts, tools, and techniques.
Specialized vocabulary
Confidently communicate and collaborate with practicing investment managers.
Building confidence
Strengthen your confidence and improve collaboration with your colleagues.
Enhanced professional profile
Share your achievement on professional networks with a shareable certificate on completion.
Who should enroll
Studentsseeking to understand the fundamentals of the investment industry.
Professionalsoutside the investment industrywho wish to improve their financial fluency.
Professionals already working in support roles within the investment industrywho want to develop their knowledge.
Work towards the Investment Foundations Certificate in a way that fits your learning style and schedule.
Self-paced online learning
Register and start studying straight away. You’ll have access to the course content and activities plus the final assessment for 12 months from registration.
Modular structure
Maintain your progress as you work through each course by setting study goals along the way.
DrMowafak Ali
Excellent Certificate from CFA institute