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29th Annual GIPS® Standards Conference Digital Package

Missed us in Phoenix? Purchase the digital content package by 19 December and enjoy on-demand access to sessions, presentations, and critical discussions on investment performance, best practices, SEC regulations, and ethics. Available to view from 1 December until 31 January 2026.

Purchase today

Congratulations new CFA charterholders!

Agreement between IMEF & CFA Society Mexico 
IMEF and CFA Society Mexico have entered into an alliance to promote financial education and inclusion in Mexico. It includes participation in courses, conferences, and other initiatives to provide young students with new academic opportunities.

Next application window for CFA Program exams:

May 2026 levels I & II  Opens 12 August, 2025 and closes 1 September, 2025,  decision date 30 September, 2025

August 2026 levels I, II, III Opens 11 November, 2025 and closes 1 December, 2025,  decision date 7 January, 2026

CFA Institute Investment Foundations® Certificate

We are excited to announce that the CFA Institute Investment Foundations Certificate is coming back! Enrollment is now open.

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Certificate in ESG Investing

Master real-world investing skills, incorporating environmental, social, and governance (ESG) factors in your skillset.

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CFA Institute Conferences, Webinars, and Podcasts

Take advantage of CFA Institute in-person, virtual, and on-demand opportunities to learn, discuss, and network with your peers.

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Upcoming Events

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    • DeFi: Introduction to Blockchain and Cryptocurrency

    This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry. Course content is informative, thought-provoking, and offers a glimpse into the future. This beginner-level course provides an essential introduction to the elements that define DeFi, including what it is, how it works, and the advantages it offers over more traditional centralized finance.

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