CFA UK

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About CFA

CFA UK is a professional body which represents the interests of over 12,000 members of the investment profession. We promote the highest standards of ethics, education and professional excellence so that we can build a better investment profession.

Being a CFA UK member is the key to connecting and growing professional networks.

Invest in your options

Lifelong Learning

Creating and maintaining a positive attitude to learning for professional development makes our CFA UK members stand out in their careers. Access to CFA-focused resources via our dedicated Knowledge Centre – filled with content that is recommended by current investment practitioners.

Connecting Professionals

CFA UK membership allows members to connect with over 12,000 of the most qualified investment practitioners in the UK. Get involved through volunteering to make a difference or join a special interest group to learn more about topics you are interested in.

Improve career prospects

Members can take advantage of our career support services including 20 free career-related events per year and find inspiration in our to future-proofing their investment career in our Careers Guide. Or visit our Careers Centre where investment firms actively target CFA UK members.

Benefits of Rejoining

We are at the forefront of advancing professionalism within the industry: providing ethical leadership, influencing the inclusion & diversity debate, supporting sustainable and responsible investing and championing the value of the investment profession.

CFA Courses

CFA UK members really care about raising professional standards and ethics within the investment profession. We ensure that they have access to the continued professional knowledge and expertise they need to develop their careers, by providing education resources and a comprehensive continuing education event and webinar programme. Together we champion advocacy initiatives – including ethical leadership, inclusion & diversity and ESG - to raise standards and affect change. Our vibrant investment community are passionate about delivering value for clients and building a better investment profession.

Professional Recognition

CFA Program

The CFA® Program, awarded by CFA Institute, is the most respected and recognised investment management credential in the world.
Bench-marked entrance level qualification

Investment Management Certificate

The IMC is the benchmark entry-level qualification into the UK investment profession. It provides an excellent foundation into the core areas of investment management. The IMC is used by individuals ambitious to develop their careers in research and portfolio management, and by investment firms developing the competence of their front office staff. The IMC is an FCA Appropriate Qualification for the activity of 'managing investments'.
Paving the way for the future

Ethical Leadership Programme

CFA UK have joined together with Duke Corporate Education to launch the Ethical Leadership Programme aimed at current and future leaders across the investment profession. The programme will enable leaders, who take daily business decisions that impact on clients, with the skills, techniques and experience to deal with ethical issues within the investment profession. Participants will then be able to take these key learnings to encourage and enable organisations to deal with those issues effectively. The Ethical Leadership Programme has been designed is to support and complement the modules from the CFA Program.

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Contact us to find more about how we work with CFA UK