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 Industry Resources

​​CFAW, in partnership with the CFA Institute, provides it's members access to thousands of articles, multimedia, and hands-on spreadsheets and models that you can use to make smarter and more ethical investment decisions for your clients. Use these tools to build your knowledge and advance your career.

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Online Courses

Find self-paced learning in a web-based environment, designed to provide practical materials and activities geared towards mastering a particular subject.

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Research & Financial Tools

Find resources by investment topic such as derivatives, equity invetsments, and private wealth management. Tools include calculators, spreadsheet models, data sets, and questionnaires.

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Marketing Tools

Find resources to market your business. Here you will find templates, public relations resources, and more.

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