CFA Institute Investment Foundations

Begin the online learning program for Investment Professionals


The CFA Institute Investment Foundations® Program is an online learning experience for those working with investment decision-makers. Participants gain a clear understanding of the investment industry, roles and responsibilities, and the vital importance of ethical conduct.

The Program covers the essentials of finance, ethics, and investment roles and provides a clear understanding of the global investment industry.


There is no education or experience requirement.

After registering course must be unlocked after 30 days.


At CFA Society North Carolina, our top priority is always the health and safety of our employees, members, candidates, and stakeholders for the areas we serve.

The novel coronavirus (COVID-19) outbreak remains a very fluid situation, and please be assured that we are monitoring the effects to health, safety, and travel mobility.  We seek to make decisions that: prioritize the health and safety of everyone involved; are informed by data; are fair and equitable in their treatment of all concerned parties; and that are viable and sustainable. We understand that this remains a stressful and trying situation, and we ask for your understanding as we seek to make decisions in a timely and well-informed manner.