CFA® Institute Investment Foundations Program is an online program which offers universal accessibility and inclusive. Under this program, the essential of finance, ethics, and investment roles are covered. It is a zero cost online program designed for those who wants to enter or advance within the investment management industry including IT, operations, accounting, administration, and marketing. Check all important information on CFA® Institute Investment Foundations Program from this page.
CFA® Institute Investment Foundations Program
On completion of this program, you will work more efficiently with global colleagues by understanding industry functions, building stronger relationships and raising your professional competence Furthermore, you gain confidence by identifying the issues, confidence to speak up and better sense of your role.
About 93% of the certificants, after this program, have a common understanding of industry structure and terminology, regardless of job function or geographic location.
Who Can Apply for Institute Investment Foundations Program?
There are no such pre-requisites for applying for the program, however, a candidate who falls under any of the below given category can consider applying for the Institute Investment Foundations Program.
- Professional disciplines outside of investment roles, including IT, operations, accounting, administration, and marketing.
Institute Investment Foundations Program Registration
Candidates can register for the program online at CFA® Institute website. To register for the program, you need to enter your email id and create an account. After you have created an account, you need to fill in other necessary information in the registration form. After the candidates have successfully registered for the program, they can access the Learning Ecosystem by which they can download the study material and all content required for this program.
Important information for Institute Investment Foundations Program registration
- In each registration, you get two attempts to complete the program.
- Candidates can also repeat the exam without re-registering within the 180-day window.
- It is to be noted that the candidates can register twice in a 12-month period.
Institute Investment Foundations Program Exam Structure
The CFA® Institute Investment Foundations Program covers the essentials of the investment management industry. Candidates can check the exam structure for the program below.
- Type of question: The exam consist of objective type multiple choice questions.
- Number of questions: There are a total of 100 number of questions.
- Duration of the exam: Candidates need to complete the exam in a duration of 100 minutes.
Candidates can check the weightage of exam from the table below.
| Module | Weightage |
| Module 1 | 5% |
| Module 2 | 10% |
| Module 3 | 20% |
| Module 4 | 20% |
| Module 5 | 20% |
| Module 6 | 5% |
| Module 7 | 20% |
CFA® Institute Investment Foundations Program Curriculum
The curiculum for CFA® Institute Investment Foundations program consist of 07 modules. These are:
Module 1: Industry Overview
Chapter 1 – The Investment Industry: A Top-Down View
Module 2: Ethics and Regulation
Chapter 2 – Ethics and Investment Professionalism
Chapter 3 – Regulation
Module 3: Input and Tools
Chapter 4 – Microeconomics
Chapter 5 – Macroeconomics
Chapter 6 – Economics of International Trade
Chapter 7 – Financial Statements
Chapter 8 – Quantitative Concepts
Module 4: Investment Instruments
Chapter 9 – Debt Securities
Chapter 10 – Equity Securities
Chapter 11 – Derivatives
Chapter 12 – Alternative Investments
Module 5: Industry Structure
Chapter 13 – Structure of the Investment Industry
Chapter 14 – Investment Vehicles
Chapter 15 – The Functioning of Financial Markets
Module 6: Serving Client Needs
Chapter 16 – Investors and Their Needs
Chapter 17 – Investment Management
Module 7: Industry Controls
Chapter 18 – Risk Management
Chapter 19 – Performance Evaluation
Chapter 20 – Investment Industry Documentation
Download syllabus here: Click here to download the syllabus for CFA® Institute Investment Foundations Program.
How to Complete Institute Investment Foundations Program?
After registering for the investment foundation program, you must meet the following in order to unlock the final exam. The following steps are to be completed in order to complete the online program for Investment foundation.
Step 1: Wait for 30 days from the time of registration
Step 2: Then, you need to obtain a score of 70 or better on Mock exam A.
Step 3: You need to obtain a score of 70 or better on Mock Exam B.
What After Completing the Program?
Upon successfully passing the final examination, candidates will earn CFA® Institute Investment Foundations certificate. They can also claim a a digital badge. Furthermore, eligible candidate are eligible for waivers and continuing education credits.
Certification Program Waiver
The Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association, offers credit towards ICB designations. The Institute has approved the CFA® Institute Investment Foundations program for 28 credits for the below mentioned designation.
- Certified Corporate Trust Specialist (CCTS)
- Certified Retirement Services Specialist (CRSP)
- Certified Securities Operations (CSOP)
“CFA Institute does not endorse, promote or warrant the accuracy or quality of this article. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute”.
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