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CFA® Program
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The CFA Program is designed to equip you with the knowledge and skills necessary to compete and excel in today’s complex and evolving investment industry.
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The CFA Program really goes in deep about a lot of different topics in finance. I think it provides people with a really good grounding across a lot of different topics. The biggest piece of advice I would give to people who want to try the program or who are worried because they don't have a background in finance is just give it a go. I found the program really great, I enjoyed the content, I enjoyed the process, and I also enjoyed meeting other people who have done the program.
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Advanced Private Wealth Management learning program
Gain practical skills to advise high-net-worth clients on investment, estate planning, and wealth transfer.
In-depth insight from Research and Policy Center
Research reports
Explainable AI in Finance: Addressing the Needs of Diverse Stakeholders
The report underscores that transparent, explainable AI is vital in finance — not only for regulatory compliance but also for institutional trust, ethical standards, and risk governance. Although automated tools help, human oversight and organizational alignment are indispensable.
Research
RAG for Finance: Automating Document Analysis with LLMs
This article explores how retrieval-augmented generation (RAG) enhances investment research by enabling LLMs to analyze unstructured documents like proxy statements, and offers practical guidance on working with RAG.
Research reports
Synthetic Data in Investment Management
Generative AI can create synthetic datasets to augment workflows such as scenario stress-testing and portfolio optimization. This report explains how, with guidance on assessing data quality and a case study fine-tuning an LLM for sentiment analysis.
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