The CFA Institute has launched an updated Investment Foundations Certificate aimed at non-investment professionals.
- This programme is tailored for individuals in marketing, HR, IT, and compliance roles within investment firms.
- Participants will gain foundational knowledge of the global investment industry, enhancing their career prospects.
- The certificate covers key investment concepts, ethical considerations, and financial regulations.
- Learners will receive a digital certificate upon completion, aiding their professional advancement.
The CFA Institute has introduced a refreshed version of its Investment Foundations Certificate, targeting non-investment professionals in various roles such as marketing, HR, IT, and legal compliance within investment entities. This initiative aims to increase understanding of pivotal investment industry concepts and functions.
This certificate programme offers a comprehensive overview of the investment sector, which includes the industry’s purpose, structure, and the roles and responsibilities of various stakeholders. It addresses the commonly used vocabulary and investment types, ethical aspects, and the regulatory environment governing financial operations.
Participants, irrespective of their primary industry background, will benefit from an enhanced ability to think critically and pose pertinent questions, which are essential skills for navigating the investment landscape and improving candidacy for roles in the sector.
One notable advantage of the Investment Foundations Certificate is its accessibility to job seekers who do not possess a finance background. The programme boosts their financial literacy and skill set, making them more attractive to potential employers. Moreover, learners will earn a digital certificate and badge upon successful completion, which serves as a valuable credential on their CVs and professional profiles.
Offering the course in English also aids non-native speakers in understanding investment concepts in an international business language. “Our vision for CFA Institute is to be where the investment industry comes to skill, upskill, and reskill,” stated Margaret Franklin, CFA, President and CEO of CFA Institute.
The course requires 60-90 hours of online study over 12 months, focusing on decentralised finance, financial technology, ESG investing, diversity, equity, and inclusion. It features six interactive courses with multimedia content and assessments, ensuring an engaging and modern learning experience.
Progressive organisations like State Street Global Advisers are integrating the Investment Foundations Certificate into their learning agendas, enhancing their workforce’s skill set. Lori Heinel, CFA, of State Street Global Advisors, highlighted the programme’s role in improving financial literacy among employees, thereby bolstering organisational growth.
The refreshed Investment Foundations Certificate equips non-investment professionals with crucial industry knowledge, fostering both individual and organisational advancement.
