The Investment Foundations庐 Certificate will provide learners with an overview of the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry including terminology and foundational concepts. 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鈥檚 career.

You can register for the Investment Foundations Certificate for USD350. Once registered, you will have 12 months to complete the six courses and a final assessment, all completed through the online learning system.

All fees shown are net of any local VAT, Goods and Services Tax (GST), or any other sales tax payable by the candidate in their country of residence. Where CFA Institute is required to add sales tax to the local statutory rate, this will be added to the fees shown during the payment/checkout process. For information about taxability related to online purchases from CFA Institute, please visit our Tax Policy page