The Investment Foundations® Certificate will provide learners with an overview of the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry including terminology and foundational concepts. This series of courses is designed for those aspiring to, or currently working within, support roles across the investment and finance industries. It will benefit those in roles such as marketing, sales, project management, human resources, IT, and legal through better understanding of the industry, facilitating communication with colleagues, and advancing in one’s career.
You can register for the Investment Foundations Certificate for USD350. Once registered, you will have 12 months to complete the six courses and a final assessment, all completed through the online learning system.
All fees shown are net of any local VAT, Goods and Services Tax (GST), or any other sales tax payable by the candidate in their country of residence. Where CFA Institute is required to add sales tax to the local statutory rate, this will be added to the fees shown during the payment/checkout process. For information about taxability related to online purchases from CFA Institute, please visit our Tax Policy page
Investment Foundations Certifcants will:
Take each of the six courses, with assessments and activities along the way, to guide and ensure your understanding. Then take the final assessment to earn the Investment Foundations Certificate and digital badge.
The Investment Foundations Certificate is not an academic degree/diploma or equivalent and does not in itself allow for progression to higher-level academic studies in any education system.
An introduction to the structure of the investment industry, including types of institutions, functions of participants, and types of services.
You will gain an appreciation of the benefits provided by the investment industry and the forces that affect its evolution, including technological innovations, the importance of ethics/ethical conduct, and an overview of the purpose and types of regulators and regulations that govern the industry.
An introduction to primary and secondary markets and how they operate.
You will also be introduced to decentralized finance, the concept of investment vehicles, how they are structured, and how those structures serve investors.
An introduction to the types and characteristics of primary investment instruments, including equity securities (stocks), debt securities (bonds), alternative investments, and derivatives.
Enhanced understanding of how investment professionals identify relevant information and how the analysis of that information affects their investment and financing decisions.
An introduction to how investment firms serve clients' investment needs and examine risk considerations and management. You will also learn how portfolio performance evaluation enables investment professionals and their clients to better understand sources of risks and returns.
An introduction to the benefits, key concepts, and approaches to ESG investing and its link to DEI. You will also learn how ethical dilemmas that arise in practice within and beyond each of these elements can be addressed through an ethical decision-making framework.
I recommend [Investment Foundations®] to anyone interested in finance, markets, macroeconomics
This is an excellent entry-level program, and it's great for university students who are interested in an investment career.
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.
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