Investment Foundations® Certificate
Gain a solid foundation in the investment industry—covering its structure, key concepts, and ethics—to help you advance your career in finance.
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About the Investment Foundations® Certificate
The Investment Foundations Certificate gives you a comprehensive overview of the global investment industry. You'll master the essentials of finance, from understanding how different markets operate and the characteristics of key investment instruments to navigating industry ethics. Upon completion, you'll be fluent in the industry's language and have a clear understanding of its core principles.
Topics covered:
- Industry Overview and Structure
- Type and Functioning of Markets
- Investment Instruments
- Investment Inputs and Tools
- Serving Client Needs
- Serving the Greater Good
Learn about the steps needed to achieve the Investment Foundations Certificate
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Investment Foundations Certificate Live Online Course
$1,050.00
Requirements ...
There are no prerequisites for this certificate. This certificate is tailored for:
- Students who want to build a solid foundation in investment principles and practices.
- Non-finance professionals aiming to strengthen their understanding of financial concepts and terminology.
- Current investment industry support staff looking to expand their expertise and gain deeper insights into the field.
Exam Essentials
The CFA Institute Investment Foundations Certificate assessment is computer-based and you are granted two full attempts to complete the assessment.
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2 hours 20 minutes -
100 multiple-choice questions