CFA Institute Relaunches Foundations Program

Certificate program is designed for non-investment professionals to gain understanding of the global investment industry.

The CFA Institute is relaunching a new edition of its self-paced online program for people who work with investment professionals, but are not investors themselves, the institute announced Tuesday.

The Investment Foundations program has been refreshed with new topics and a new course structure. It is designed to teach foundational concepts that can help program participants better understand the investment industry. The program can also help people train for work in the investment industry, said the CFA Institute’s president and CEO, Margaret Franklin, in a release about the program.

“Employers seek a broader range of skills from their teams, and this refreshed content meets this demand,” Franklin said. “The Investment Foundations Certificate will enable participants to communicate more skillfully, apply critical thinking to their work, and collaborate more effectively with colleagues in investment teams based on shared knowledge.”

The program takes 60-90 hours of online study to complete. The new content focuses on decentralized finance, financial technology, ESG investing and diversity, equity, and inclusion in practice. It draws on CFA Institute research, policy and standards to inform the materials, according to the institute.

Participants have 12 months to complete the program’s six courses—including all course assessments and the end-of-certificate assessment.

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