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Advancing Professionalism in Investment Industry

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2022 CFA Institute Investor Trust Study

Read on to learn how retail and institutional investors are interacting with the factors affecting trust today.

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Investment Professional of the Future《未来投资专业人士》

The changing roles, skills, and organizational cultures that affect the career path for investment professionals. 影响投资从业者职业发展的关键因素与挑战

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ESG Report

ESG Integration in mainland China, Practices, and Data by CFA Institute and PRI 《中国的ESG整合：实践指导和案例研究》报告

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Leadership

CFA上海协会将在理事团队的领导下，为高端金融从业者建立一个高效专业的沟通、学习平台，成为上海地区金融业进行国际交流的绿色通道。

 

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CFA® Program

Achieve the highest distinction in the investment management profession – the CFA designation. 取得全球投资管理行业备受认可的专业认证——CFA证书。

 

Research Challenge

Our global competition that provides students with hands-on mentoring and valuable training in financial analysis.

助力学生增进对金融分析实践了解的全球比赛。

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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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