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Investment Foundations® Certificate

The goal of the Investment Foundations® Certificate is to provide a comprehensive overview of the investment industry and its structure, function, and role in global capital markets and society. You will learn real, tangible knowledge of the fundamentals of the industry, and receive a framework to better understand, solve, and communicate solutions for complex issues. Completion of all 6 courses makes you eligible to take the final assessment, which when passed confers an Investment Foundations® certificate.

Skills / Knowledge

  • Investment Industry
  • Economics
  • Financial Analysis
  • Investment Management Strategies
  • Standards, Ethics, and Regulations

Issued on

December 29, 2023

Expires on

Does not expire