Finance and Investment Qualification Pathways
Structured preparation for globally recognised finance and investment credentials. Select any topic below for full details.
CFA — Level I: Learn and Describe
Quantitative Methods
Covers the statistical and mathematical tools used in investment analysis, including time value of money, probability, and hypothesis testing.
Economics
Covers microeconomic and macroeconomic principles relevant to investment decision-making, including market structures and business cycles.
Corporate Finance
Covers capital budgeting, cost of capital, and corporate governance from an investor's perspective.
Financial Statement Analysis
Covers the analysis and interpretation of financial statements under IFRS and US GAAP to assess company performance.
Equity Investments
Covers equity markets, industry and company analysis, and equity valuation models.
Fixed Income
Covers bond markets, yield measures, and the valuation of fixed-income securities.
Derivatives
Covers the basic features and valuation principles of forwards, futures, options, and swaps.
Alternative Investments
Covers hedge funds, private equity, real estate, and other alternative asset classes.
Portfolio Management
Covers the portfolio management process, modern portfolio theory, and risk and return concepts.
Ethical and Professional Standards
Covers the CFA Institute Code of Ethics and Standards of Professional Conduct governing investment professionals.
CFA — Level II: Analyze and Evaluate
Quantitative Methods
Builds on Level I to cover advanced applications, including regression and time-series analysis for investment forecasting.
Economics
Builds on Level I to cover currency exchange rates and economic growth analysis in greater depth.
Corporate Finance
Builds on Level I to cover capital structure, mergers and acquisitions, and corporate restructuring.
Financial Statement Analysis
Builds on Level I to cover advanced topics, including intercorporate investments and multinational operations.
Equity Investments
Builds on Level I to cover advanced equity valuation, including free cash flow and residual income models.
Fixed Income
Builds on Level I to cover the valuation of bonds with embedded options and credit analysis.
Derivatives
Builds on Level I to cover the pricing and valuation of derivatives in greater technical depth.
Alternative Investments
Builds on Level I to cover the valuation and due diligence of alternative asset classes.
Portfolio Management
Builds on Level I to cover asset allocation and portfolio risk management techniques.
Ethical and Professional Standards
Applies the Code of Ethics and Standards to complex real-world scenarios and case studies.
CFA — Level III: Integrate and Apply
Asset Allocation
Covers the principles and process of strategic asset allocation for institutional and individual investors.
Portfolio Construction
Covers advanced portfolio construction techniques, including factor-based and goals-based approaches.
Performance Measurement
Covers portfolio performance evaluation, attribution analysis, and appropriate benchmarking.
Derivatives and Risk Management
Covers the use of derivatives for portfolio risk management and hedging strategies.
Ethical and Professional Standards
Applies ethical principles to portfolio management and client advisory relationships at an advanced level.
Portfolio Management — Specialist Pathway
One of three specialist pathway options, covering advanced portfolio management for institutional and wealth clients.
Private Markets — Specialist Pathway
One of three specialist pathway options, covering private equity, private debt, and other private market investments.
Private Wealth — Specialist Pathway
One of three specialist pathway options, covering wealth planning and advisory services for high-net-worth individuals.
CISI — United Kingdom
Five distinct qualification pathways, each built around specific career routes in UK investment management, wealth advice, and corporate finance.
Investment Advice Diploma (IAD)
UK Regulation & Professional Integrity
Covers the UK regulatory framework for financial services and the professional standards expected of investment advisers.
Investment, Risk & Taxation
Covers the principles of investment risk and the UK tax treatment of different investment products.
Derivatives Level 4 — Elective
One of three elective options, covering the use and risks of derivative instruments in advisory contexts.
Securities Level 4 — Elective
One of three elective options, covering equity and debt securities markets in greater depth.
Financial Planning & Advice — Elective
One of three elective options, covering the financial planning process and advice suitability.
Advanced Financial Planning Diploma
Advanced Financial Planning
Covers advanced financial planning techniques for complex client circumstances and goals.
Level 7 Financial Plan Case Study
A practical case study assessing the candidate's ability to produce a comprehensive financial plan.
IntegrityMatters
An ethics module covering professional judgement and ethical decision-making in financial planning.
Chartered Wealth Manager
Financial Markets (Level 6)
Covers global financial markets, asset classes, and market participants at an advanced level.
Applied Wealth Management (Level 7)
Covers the practical application of wealth management principles for high-net-worth clients.
Portfolio Construction Theory (Level 7)
Covers advanced portfolio construction theory and its application to discretionary portfolio management.
Certificate in Investment Management
Fundamentals of Financial Services
An introduction to the structure and function of the financial services industry.
Introduction to Investment
Covers the basic principles of investment and the main asset classes available to investors.
UK Regulation & Professional Integrity
Covers the UK regulatory framework and professional standards for investment management professionals.
Investment Management (Level 4)
Covers the core techniques and processes used in professional investment management.
Certificate in Capital Markets
UK Financial Regulation
Covers the regulatory framework governing UK capital markets activity.
Securities Level 3
Covers the fundamentals of equity and debt securities markets.
Derivatives Level 3
Covers the fundamentals of derivative instruments and their use in capital markets.
Diploma in Capital Markets
Securities Level 3
Covers the fundamentals of equity and debt securities markets.
Financial Markets Level 6
Covers global financial markets and asset classes at an advanced level.
Fund Management
Covers the principles and practice of managing pooled investment funds.
Certificate in Corporate Finance
Corporate Finance Regulation
Covers the regulatory framework governing corporate finance activity in the UK.
Corporate Finance Technical Foundations
Covers the technical foundations of corporate finance, including valuation and financial analysis basics.
Diploma in Corporate Finance
Financial Reporting and Statements Analysis
Covers the analysis and interpretation of financial statements in a corporate finance context.
Sources of Finance, Capital Investments and Valuations
Covers the different sources of corporate finance and the valuation of capital investments.
Mergers & Acquisitions and Market Regulations
Covers the mergers and acquisitions process and the regulatory framework governing it.
Corporate Finance Strategy & Advice
Covers advanced corporate finance strategy and advisory techniques.
Qualification is more than an examination.
Professional finance and investment qualifications require more than passing individual examinations. They represent the development of analytical, financial, and portfolio management capabilities that support progression throughout an investment career.
Professional Standards
Recognised qualification frameworks.
Technical Capability
Investment analysis, portfolio management, and financial markets.
Career Development
Progression toward professional investment credentials.