Empower yourself with a practical introduction to financial markets and investment management.
Why the investment Foundations Program?
The CFA Institute Investment Foundations™ Program gives those working with investment decision makers a clear understanding of the investment industry, roles and responsibilities, and the vital importance of ethical conduct. It covers the essentials of finance, ethics, and investment roles, providing a aclear understanding of the global investment industry. You earn the CFA Institute Investment FoundationsCertificate after successfully passing one exam which will take up to six months to prepare.
Program Benefits to Individuals and Employers
Gain the knowledge to collaborate effectively with investment management professionals worldwide and raise your professional competence.
Learn how your role fits within the complex global industry so you can contribute meaningfully to conversations and decisions.
Acquire a common understanding of industry structure and vocabulary, regardless of your role or geographic location.
Study with our easy to use materials and take the test anytime within six months of registering. Many employers pay for program fees.
For employers, you make your workforce more productive.
What will the exam cover?
Module 1: Industry Overview -5%
Module 2: Ethics And Regulation -10%
Module 3: Inputs And Tools -20%
Module 4: Investment Instruments -20%
Module 5: Industry Structure -20%
Module 6: Serving Client Needs -20%
Module 7: Industry Controls -20%
Total Weight 100%
Note: These weightings may be subject to slight variation to allow for effective question trialing and to achieve an equal balance of difficulty for all candidates.
Financial Statement Analysis
Ethics and Investment Professionalism
Investment Practice and Risk Management
Equity and Debt Securities
Derivatives and Alternative Investments
Who is it for?
Anyone who works with or supports investment decision makers in the investment management profession. Candidates come from a diverse background and the exam is considered appropriate for anyone entering an investment -related role.
What are the Benefits after Completing IFC?
Customize your Investment Foundations digital badge to share your accomplishment and connect with other professionals.