Investment Foundations™ Program

The CFA Institute Investment Foundations™ certificate program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry. It is a global self-study program designed to provide a clear understanding of the investment industry and roles and responsibilities within it.


The program is designed for all professional disciplines including those 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.
Learn more about the Investment Foundations™ Program on the CFA Institute website.