Investment Foundations Certificate
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.
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
- Students or professionals seeking to understand the fundamentals of the investment industry.
- Professionals already working in support roles within the investment industry and want to develop their knowledge.
Curriculum
Learn via engaging content and activities
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.
Testimonials from certificate holders
I recommend [Investment Foundations] to anyone interested in finance, markets, and macroeconomics.
The [certificate] provides that crucial common language for all the personnel outside investment roles to effectively communicate, support, and raise the overall standards, all grounded in the ethical principles for participants across the profession.
This is an excellent entry-level program, and it's great for university students who are interested in an investment career.
Whether you are just starting out or looking to advance in your career, this course provides essential knowledge and skills that will set you apart in the finance industry.
Investment Foundations Certificate
- Certificate
- Foundational level
- 40-70 hours to complete
- Self-paced online learning
Frequently asked questions
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