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Published 14 February at 02:37PM, inNews



CFA Institute has announced that the Investment Foundations Certificate is coming back, a training that can be very useful to your colleagues within your firms.

The newly refreshed Investment Foundations Certificate covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry, including terminology and foundational concepts. It's designed for those aspiring to – or currently working within – support roles across the finance industry such as Marketing, HR, IT, Operations and Legal, making it easier for all industry colleagues to speak the same investment language.

Learners develop competence by understanding industry functions, relationships, and their role and professional responsibilities, helping them see where they fit within their firms and the broader investment industry.

The curriculum is made up of self-paced, online course work and reflects a variety of study materials, including text, videos, assessments, graphs, discussion prompts, and interactive content. New content covering fintech, DEI, ethics, and ESG issues in investing brings the curriculum up to date.

Enrollment is now open and we invite you to share this information with your colleagues and your Human Resources professionals. Interested in learning more?