CFA Program

Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst® (CFA®). As a CFA charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry.

The CFA charter gives you expertise and real-world skills in investment analysis. Join more than 170,000 professionals who have been recognized globally for their commitment to ethics and professionalism.  more

From CFA Society NZ: Deciding to undertake the CFA Program

CIPM Program

The Certificate in Investment Performance Measurement (CIPM®) Program delivers practice-based approaches and develop skills for effective investment performance evaluation and manager selection. more

Certificate in ESG Investment

The CFA Institute Certificate in ESG Investing gives you the knowledge you need to manage investments with a focus on integrating environmental, social and governance factors.  Develop expertise in a field in high demand by top firms worldwide and become part of the solution to the top issues impacting our world. more

Investment Foundations Certificate (relaunched February 2023)

The Investment Foundations® Certificate prepares learners with the foundational skills to compete in the investment industry. It is designed specifically for those aspiring to a career in the investment industry or currently working within support roles across the investment and finance industries, including those in marketing, sales, project management, human resources, IT, and legal. Learn more here.

Professional online courses

There are a numbers of professional online courses available from CFA Institute, for example:

  • Climate Finance
  • Natural language processing for investment professionals
  • DeFi: Introduction to Blockchain and Cryptocurrency
  • Financial modelling – building a 3 statement model
  • Performance Evaluation: Return Measurement and Data Integrity
  • Performance attribution




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