11.2 C
London
HomeSector InsightsBanking & FinanceRefreshed Investment Foundations® Certificate launched by CFA Institute

Refreshed Investment Foundations® Certificate launched by CFA Institute

Olivia McHugh
By Olivia McHugh

Non-investment professionals can take part in a program designed to promote continuing education and develop their understanding of key investment concepts

CFA Institute, the global association of investment professionals, has launched a new edition of its CFA Institute Investment Foundations® Certificate (“Investment Foundations Certificate”), a self-paced online certificate-level program that provides the global workforce with a clear understanding of how the global investment industry works.

The Investment Foundations Certificate is designed for non-investment professionals who work or seek to work in marketing, communications, sales, HR, IT, legal and compliance roles at investment organizations, such as firms in asset management, private equity, real estate, or venture capital.

The Investment Foundations Certificate covers foundational concepts about the investment industry, including its purpose, structure, key functions, roles and responsibilities, commonly used vocabulary, investment types, ethical considerations, financial regulation, and more. It also enables professionals, or those aspiring to get a job in the industry, with an ability to think critically, ask the right questions, and ultimately open doors to roles in the industry.

The major benefits of the Investment Foundations Certificate for participants:

  • Job seekers without a finance background, as well as undergraduate students, who aspire to work in the industry will learn the foundational components, increasing their financial literacy and skillset.
  • Learners who pass the assessments will be issued with a digital certificate and badge, which can be used to demonstrate knowledge and understanding on resumes/CVs and social-media career profile platforms.
  • Learners for whom English is a second language may find the Investment Foundations Certificate helpful in mastering core investment industry concepts in English.

Margaret Franklin, CFA, President and CEO, CFA Institute, comments:

“Our vision for CFA Institute is to be where the investment industry comes to skill, upskill, and reskill, which is why we are so excited to bring this new version of the Investment Foundations Certificate to the market. The program will enable participants to communicate more effectively, apply critical thinking to their work, and collaborate more effectively with colleagues in investment teams based on shared knowledge. Employers are now seeking a broader skillset amongst their workforce, and the Investment Foundations Certificate can offer the foundational content that individuals will need, whether already in the industry, or working towards their first role.”

What does the course of study involve?

  • Through 60-90 hours of online study over 12 months, the Investment Foundations Certificate provides learners with the essential investment industry concepts in a low-stakes study environment.
  • New content on Decentralized Finance, Financial Technology, ESG Investing, and Diversity, Equity, and Inclusion in Practice, draws on CFA Institute research, policy, and standards to inform the materials.

Certificate Experience

The Investment Foundations Certificate is refreshed with entirely new topics, course structure and an optimized learning experience. It is made up of six self-paced interactive courses, each delivered through modules that include interactive text graphs, images, video, discussion prompts, and assessments to deliver a compact, modern, and highly accessible learning environment.

The course topics are:

  • Course 1: Industry Overview and Structure
  • Course 2: Types and Functioning of Markets
  • Course 3: Investment Instruments
  • Course 4: Investment Inputs and Tools
  • Course 5: Serving Clients Needs
  • Course 6: Serving the Greater Good

For the full Investment Foundations Certificate details, visit: https://investmentfoundations.cfainstitute.org/

Leading organizations are already accessing the Investment Foundations Certificate to complement organizational learning agendas designed to help people work more effectively with global colleagues through a common industry understanding. Organizations that will be offering access to the Investment Foundations Certificate learning materials to their teams following today’s launch include State Street Global Advisers.

Lori Heinel, CFA, Global Chief Investment Officer, State Street Global Advisors, comments:

“Investing in the financial literacy of State Street Global Advisors’ employees through the CFA Institute Investment Foundations Certificate provides long-term benefits for both the individual and the organization, creating a workforce more equipped to make informed decisions, help clients and drive growth for the company.”

Total
0
Shares
Share 0
Tweet 0
Pin it 0
Share 0
Previous article
Law firm push forward with legal claim against UEFA, representing injured and traumatised Liverpool FC fans
Next article
Brick Veil Mosque planning strategy advised by WFW

latest articles

explore more

365 COMMENTS

  136. This serum from Glow For It relies on the power of plants to naturally nourish your lash line, with four star ingredients traditional medicine has long touted for hair growth. Pumpkin seed, Ginseng, Swertia Japonica and Acorus Calamus Root extract douse your follicles in a do-good cocktail of antioxidants and vitamins, helping to grow longer and stronger lashes over time. “This is a serum I keep handy for when my eyes are feeling particularly irritated – I’ve found its water and plant-based formula really soothing on sensitive eyes. What’s more, it’s super effective. Despite my sporadic use, my lashes look much longer after just three weeks.” — Tracy Achonwa, Beauty commerce writer “The best way to use is only for three months a year and then take a break.”
    https://www.longisland.com/profile/bestconcealerat
    © 2022 Salon Equipment Pros The cookie settings on this website are set to ‘allow all cookies’ to give you the very best experience. Please click Accept Cookies to continue to use the site. Your shopping cart is empty! Our high-quality salon and barber chairs are built with steel framing and durable bases holding up to 450 lbs. We ensure our products are durable, safe, and comfortable for your employees and clients. Watch live masterclasses There are many retailers available where you can buy commercial salon equipment from and many offer both online shopping as well as physical showrooms where you can see products. You can buy used and new commercial salon equipment depending on needs. Upgrade your salon to this J & A Elegant contemporary pedicure chair with enveloping comfort. Treat your clients to a personalized Shiatsu Massage experience and 10 inch adjustable footrest. There is so much more.

  174. Hmm is anyone else having problems with the images on this blog loading? I’m trying to find out if its a problem on my end or if it’s the blog. Any feed-back would be greatly appreciated.

  205. A motivating discussion is worth comment. I do believe that you ought to write more about this topic, it may not be a taboo subject but typically people don’t discuss these subjects. To the next! Cheers!!

  265. I’m not sure where you’re getting your information, but great topic. I needs to spend some time learning more or understanding more. Thanks for excellent information I was looking for this information for my mission.

  276. Wow! This blog looks just like my old one! It’s on a completely different subject butt it hhas pretty much the same layoutannd design. Great choice of colors!

  299. If you or a loved one are struggling with alcohol use disorder, Caron can help you achieve Recovery For Life. Caron’s high-quality and compassionate alcohol use disorder treatment enables you to achieve and maintain recovery. Tennessee ranks as the 16th least expensive U.S. state for residential drug rehab costs. The state’s total public expenditure on residential rehab amounts to $88.75 million, approximately 1.71% of the national total. On average, residential rehab costs around $56,600 per individual in Tennessee, reflecting efforts to balance accessibility and affordability in addiction treatment services. Many patients don’t realize the toxicity of prolonged alcohol abuse and how it affects the body. Alcohol detox at the luxurious rehab addiction centers at Gratitude Lodge leeches your body of these toxins in preparation for successful treatment for drugs and alcohol abuse. Alcohol detox may not take as long or produce severe withdrawal symptoms, but it is still an essential beginning to your recovery.
    https://myworldgo.com/profile/methadone
    Other drug and rehab centers within 75 miles of Pathway Society Inc Mariposa Lodge: Other drug and rehab centers within 75 miles of Pathway Society Inc Mariposa Lodge: To improve behavioral health outcomes in Bernalillo County through innovative, cohesive and measurable programs, treatment services and supports aimed at preventing the incidence of crisis and substance use disorder. The three divisions of the Department of Behavioral Health Services are Behavioral Health, Substance Abuse, and Driving While Intoxicated. Pathway Society provides two residential inpatient treatment facilities, each committed to providing quality care for adults who are chemically dependent. We have two inpatient facilities: Categories: Substance Abuse Clinics, Drug Abuse & Addiction Information & Treatment Centers and Alcoholism & Drug Abuse Treatment Centers

  354. Betist says:Betist, bahisçilerin tüm spor etkinliklerine bahis yapmalarına, favori takımlarını desteklemelerine veya nakit ödüller kazanmalarına olanak tanıyan yeni bir.Reply 11/17/2021 at 1:59 pm

LEAVE A REPLY

Please enter your comment!
Please enter your name here

LawNews.co.uk provides the latest legal news and analysis from around the world

most viewed

useful links

Copyright © 2022 LawNews.co.uk