CFA Institute

What is CFA Institute?

As the global association of investment professionals, CFA Institute sets the standard for professional excellence and credentials. They champion ethical behaviour in investment markets and serve as the leading source of learning and research for the investment industry. They believe in fostering an environment where investors’ interests come first, markets function at their best, and economies grow. With more than 200,000 charterholders worldwide across more than 158 markets, CFA Institute has 10 offices and 158 local societies. 

CFA Institute programs – certificates

CFA Institute is pleased to offer CPA Australia members a 10% discount* on the selected CFA Institute certificates.

Climate Risk, Valuation, and Investing Certificate

Develop the competencies and skills to integrate climate-related investing principles into the investment process. The Climate Risk, Valuation, and Investing Certificate curriculum develops knowledge and skills in climate investing and teaches you how to apply climate considerations to valuation and portfolio construction across asset classes.

Private Markets and Alternative Investments Certificate 

The Private Markets and Alternative Investments Certificate offers structured, entry-level training to help new hires and cross-functional teams understand key asset classes shaping today’s investment landscape. This program supports scalable, firmwide learning across private equity, private credit, real estate, infrastructure, commodities, and hedge funds. 

Private Equity Certificate

The Private Equity Certificate focuses on the practical skills and outcomes expected of an analyst or associate in a private equity firm. This comprehensive certificate program covers the job-ready skills that are crucial for success in the competitive private equity landscape.

Advanced Private Equity Certificate

Private equity continues to evolve, creating opportunities for professionals to build on core skills with more advanced approaches. The Advanced Private Equity Certificate supports that progression with practical learning in areas such as deal execution, risk management, and strategic communication.

*This discount is exclusively available to members of CPA Australia. By applying this discount, the registrant certifies that they are a current and valid member of CPA Australia. CFA Institute reserves the right, at its sole discretion, to verify eligibility and to cancel or revoke any registration that does not meet this criterion.