Investment Foundations Program
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What is the Investment Foundations Program?

The Investment Foundations Program is a certificate program designed to give you a clear understanding of the investment management industry. Whether you’re just starting a career in financial services or want to learn essential industry concepts, the Investment Foundations Program offers an accessible solution for breaking through the complexities of the global investment industry and raising your professional profile. 


Who is it for?

The program is designed for all professional disciplines outside of investment roles, including:

  • IT
  • Operations
  • Accounting
  • Administration
  • and Marketing

There is no education or experience requirement and the exam can be taken at your convenience at available test centers around the world.

For more details regarding CFA Institute's Investment Foundations Program, click HERE