The Investment Foundations® Certificate Program Will Benefit Your Firm

The Investment Foundations Certificate Program provides an overview of the essentials of finance, ethics, and investment roles, giving certificants a clear understanding of the global investment industry, including terminology and foundational concepts. 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. The updated curriculum, launched in February 2023, provides new content covering fintech, DEI, ethics, and ESG issues in investing.

Roles that Benefit from the Investment Foundations Certificate

This series of courses is designed for those within support roles across the investment and finance industries. It will benefit those in roles such as marketing, sales, project management, human resources, IT, and legal through better understanding of the industry, facilitating communication with colleagues and advancing in one’s career.

Firm Benefits from the Investment Foundations Certificate

• Employees who complete the certificate will work more effectively with global colleagues by having a common understanding of the industry, structure, terminology, functions, building stronger relationships and raising their professional competence.
• Employees will find it easier to identify issues and have the confidence to speak up. 
• Employers will benefit from employees who are more effective in their core roles, and who also serve as a more robust line of defense in terms of risk management.
• The certificate can also serve to enable more diverse recruitment and provide recruits with an upskilling opportunity.

Employee Benefits from the Investment Foundations Certificate

• Provide a significant boost to individual’s professional development and feel more engaged.
• Develop a foundational understanding of the investment industry including; structure, functioning, ethical considerations, forces affecting its evolution, and commonly used vocabular, giving confidence and enhanced credibility within their organizations.
• Understand and feel more comfortable with the foundational concepts, tools, and techniques needed in their careers to open more doors. 
• Have a better sense of their role and how they connect with the complex industry at large.
• Be able to think critically, ask the right questions, and innovate in the investment industry. 

 Create an inclusive and effective work place- purchase the Investment Foundations Certificate Program in bulk for your firm today!

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Are you eager to learn more about finance

Maybe you're thinking about a career in the finance and investment industry. Or maybe you are looking to expand your industry understanding while working alongside investment professionals in this field. Either way, CFA Institute can help. This series of courses is designed for those aspiring to – or currently working within support roles across the investment and finance industries. It will benefit those in roles such as marketing, sales, project management, human resources, IT, and legal through better understanding of the industry, facilitating communication with colleagues and advancing in one’s career. The Investment Foundations Certificate will provide you with the fundamentals of the global investment industry, which will help better equip you for the world of finance. The certificate program consists of 6 courses and a final assessment. 

Investment Foundations® Learning Goals

1. Give learners confidence and enhance credibility within their organizations by providing a basic understanding
   of the investment industry, including structure, functioning, ethical considerations, forces affecting its evolution,
   and commonly used vocabulary.
2. Elevate learners’ ability to think critically, ask the right questions, and innovate in the investment industry.
3. Give learners the foundational concepts, tools, and techniques needed in their careers to open more doors.
4. Give learners the ability to skillfully communicate and collaborate with and provide support to investment
   management professionals.
5. Clarify job roles and responsibilities of those in the investment industry with whom they will work daily.
6. Provide proof of knowledge and understanding.

Completion of this certificate program will provide you with the knowledge you need to make better, more informed career decisions. Visit CFA Institute online here to take the first step!

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