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CFA Institute

CFA Institute is a global association of investment professionals whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

CFA Institute provides continuing education conferences, seminars, webcasts, and publications to allow members and other participants to stay current on developments in the investment industry.

By way of education, CFA Institute offers the Chartered Financial Analyst® (CFA) designation, the Certificate in Investment Performance Measurement (CIPM®) designation, and the CFA Institute Investment Foundations® certificate.

CFA Institute also oversees the CFA Institute Research Challenge for university students and CFA Institute Research Foundation.

In Australia, CFA Institute is represented by CFA Societies Australia, which includes CFA Society Perth.

For more information, visit www.cfainstitute.org or follow us on Twitter at @CFAInstitute and on Facebook.com/CFAInstitute.

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CFA Institute Programs

Chartered Financial Analyst / CFA® Program

Achieve the highest distinction in the investment management profession – the CFA® designation.

The CFA® Program helps you capitalize on your strengths, supercharging your education and work experience into a charter that will tell the world you have the skills necessary to compete and excel in today’s complex and evolving investment industry. The CFA charter is the gold standard for the investment industry. Charterholders enjoy a mark of distinction throughout the world.

The CFA Program provides the strongest foundation in advanced investment, analysis, and real-world portfolio management skills for a career advantage that you will use at all stages of your career. This globally recognized, graduate-level credential is held by over 150,000 professionals across 163 countries and regions.

For more information on the CFA Program, please click here.

Certificate in Investment Performance Management / CIPM® Program

The only credential of its kind, the CIPM program leverages the global expertise of CFA Institute, the respected global leader in investment education and ethics, to deliver practice-based approaches and skills for effective investment performance and risk evaluation, manager selection, and investment reports steeped in accountability.

Who should take the CIPM Program? - Investment performance analysts, Investment consultants, Portfolio managers, Risk analysts/managers, Manager of managers, Portfolio accountants, Compliance officers, Financial advisors/planners.

All CFA charterholders and candidates who have successfully completed the Level III CFA exam can bypass the Level l CIPM exam and register directly for the Level ll CIPM exam.

For more information on the CIPM Program, please click here.

CFA Institute Investment Foundations® Program

The CFA Institute Investment Foundations program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

This self-study program is designed for all professional disciplines outside of investment roles, including IT, operations, accounting, administration, and marketing. There is no education or experience requirement and the online exam is offered at test centres around the world.

For more information on the Investment Foundations Program, please click here.

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Research Programs

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CFA Institute Research Challenge

The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyse a publicly traded company and then write a research report on their assigned company with a buy, sell, or hold recommendation.

Universities in Western Australia participating in the Research Challenge include Curtin, Edith Cowan, Notre Dame, and UWA.

For more information on the Research Challenge, please click here.

CFA Institute Research Foundation

The CFA Institute Research Foundation is a not-for-profit organization that sponsors independent, in-depth research on current issues important to investors and investment professionals around the world.

For more information on the Research Foundation, please click here.

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