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For Employers

Working to Strengthen Organizational Excellence

˹ŵ˾app Institute offers a broad portfolio of services to help you grow and strengthen your organization's talent and reputation:

  • World-class designations
  • Professional development programs
  • Codes, standards, and ethics education and tools
  • Investment industry engagement and networking

Keeping employees current

Refresher Readings is one way we help you develop employees, equipping investment management professionals with the highest level of knowledge and skills they need to achieve their and their Institutions’ goals. The Members’ Guide to Refresher Reading, along with the featured refresher readings, show what has changed in the ˹ŵ˾app Institute curriculum—and the industry.  

New and Updated Readings include: Backtesting & Simulation, Technical Analysis, Pricing and Valuation of Forward Commitments, Private Wealth Management, Private Equity Investments, Private Real Estate Investments and Application of the Codes and Standards. New interactive, online modules are available to accommodate learning preferences and offer Professional Learning credits.

Our Programs

We bring your employees cost-effective, practice-driven, and globally relevant programs that cover investment industry essentials, investment performance and risk evaluation, and advanced investment skills and knowledge.

˹ŵ˾app® Program

The Chartered Financial Analyst® (˹ŵ˾app) credential is the professional standard of choice for thousands of investment firms worldwide. When hiring firms demand investment professionals with real-world analytical skills, technical competence, and the highest ethical and professional standards, they often require the ˹ŵ˾app credential.

Why Hire a ˹ŵ˾app® Charterholder?

Learn how the ˹ŵ˾app® Program can benefit your organization.

CIPM® Program

The Certificate in Investment Performance Measurement (CIPM) Program offers a unique investment performance and risk-evaluation skill set that demonstrates your commitment to your clients' best interests and your firm's success.

Learn how the CIPM Program can benefit your organization.

˹ŵ˾app Institute Investment Foundations® Program

The ˹ŵ˾app 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 those in the fields of IT, operations, accounting, administration, and marketing.

Learn how the Investment Foundations Program can benefit your organization.

Other Opportunities and Tools

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    Explore career-related content and access our exclusive network of investment management professionals and qualified candidates. 

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    Professional Development

    Provide your employees with the critical knowledge and skills needed in an investment role today. Help your ˹ŵ˾app® charterholder employees reach their recommended 20 hours of continuing education each year. 

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    Curriculum Evolution

    Help continuously evolve the ˹ŵ˾app Program to ensure it reflects the critical knowledge and skills your employees need. 

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    ˹ŵ˾app Institute Research Challenge

    Get access to talent early by sponsoring, mentoring, or judging a Research Challenge. 

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    Codes and Standards for Best Practices

    Help your firm and your employees follow investment industry standards and best practices while consistently placing clients' interests first.