Continuing Education

    CFA Society Atlanta was founded in 1960 to serve the practitioner's need for specialized knowledge, advanced studies, and information on new developments in investments and financial management.

    Harvard's Investment Decisions & Behavioral Finance Program

    Investment Decisions & Behavioral Finance Program: Led by a faculty of renowned experts and leading practitioners, this two-day program explores the revolutionary science of investment decision-making and teaches you how to apply that knowledge when managing assets or constructing portfolios. Participants learn the central principles and latest findings of the psychology of decision making under conditions of risk and uncertainty, with attention to practical applications for those responsible for managing assets and constructing portfolios for investment clients. CFA members receive a 10% discount on the tuition and the program is approved by both CFA and CFP for 15 continuing education credits. When registering on the site, enter “CFA” in the financial sponsor space and you will receive a discount on your invoice.

    Corporate Finance Institute

    Financial Modeling Training: Corporate Finance Institute’s Full Access Bundle is designed for students and professionals seeking careers in investment banking, private equity, corporate finance and equity research. This step-by-step program uses real world examples and is designed to simulate the experience of being a financial analyst.

    The Full Access Bundle provides you over 50 hours of professional Wall Street Training with 15 certificate courses.CFA Society Atlanta members can use coupon code asfip-cfa-15 to get a 15% discount. Register here.   About CFI

    Certificates

    CFA Institute Investment Foundations® Program

    The CFA Institute Investment Foundations Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

    This zero-cost, online learning experience is designed for anyone who wants to enter or advance within the investment management industry, including IT, operations, accounting, administration, and marketing. 

    Candidates who successfully pass the online exam earn the CFA Institute Investment Foundations Certificate, demonstrating a mastery of core foundational principals of the investment profession.

    Download chapters from the curriculum for free

    Register for the Investment Foundations Program

    Candidates: Access your candidate resources

    Learn more (PDF)

    CIPM® Program

    Gain the skills to drive smarter, more effective investment decisions and maximize investors’ value.

    The Certificate in Investment Performance Measurement (CIPM®) credential develops your skills in effective investment performance and risk evaluation, manager selection, and investment reports grounded in accountability.

    The CIPM program has two levels: Level I and Level II. CFA charterholders and candidates who have successfully completed the Level III CFA exam can bypass the Level l CIPM exam and register directly for the Level II CIPM exam.

    Requirements to earn and maintain the CIPM designation

    Download the CIPM Program fact sheet (PDF)

    The future of performance evaluation

    Get your Candidate Guide

    Register for the CIPM exam

    Future of Finance 

    The CFA Society Atlanta is committed to putting investors first and being a strong voice in advocating for the improvement of our industry. 

    Future of Finance develops CFA Institute thought leadership to help shape a more trustworthy, forward-thinking investment profession that better serves society. Our focus is on opportunities for change, and our goal is to motivate and empower the world of finance to become an environment where investor interests come first, markets function at their best, and economies grow.

    In addition to leveraging our global network of members, the Future of Finance works with a distinguished advisory council and a content council of industry leaders who provide input for projects and share our ideas throughout the investment community.

    Thought Leadership

    CFA Institute resources help you stay informed about important trends and industry developments:

     

    Investor Education

    Equip your clients to participate more fully in their financial future: