LEARN

Learning Plans

Take a deep dive. Learn and grow your knowledge in key investment topics with our learning plans.

OUR LATEST LEARNING PLAN

DIVE DEEPER

With our Learning Plans, you can deepen your knowledge with online modules delivered by investment experts. And they’re available on-demand on our Professional Learning platform! Our learning plans cover transition pathways, ESG, DEI, and economics in the investment process. You’ll hear from fellow practitioners with deep experience to refresh what you know and teach you something you don’t know – yet.

WANT TO LEARN MORE

Watch our learning plans and over 100 expert-led talks on Professional Learning, wherever and whenever it suits you. Just login with your CFA UK Account to start learning! 

PROFESSIONAL LEARNING

INVEST WITH INTEGRITY

CFA UK believes integrity is integral to investing – and CFA UK members put ethics first, always. That’s why our new Ethics Learning Plan is here to help you set the highest standards of professionalism in your career. Across five modules led by investment experts, you’ll discover a compelling case study from all angles. Explore the story through the ethical cultures of the UK, USA and APAC markets, and ask yourself – what would you do in the same position? 

PERCEIVING THINGS DIFFERENTLY

DRIVE SUSTAINABLE CHANGE

We need to build a sustainable future – and now is the time to act. Our learning plans on climate transition pathways and ESG make you part of the solution. You’ll combine theory with practical application to understand how to invest with climate in mind. That way, you’ll deliver commitments in your investment practice successfully.

TRANSITION PATHWAYS

TRANSITION PATHWAYS

Gain the knowledge you need to drive net zero. Take control of your transition with our Transition Pathways learning plan.

DRIVE THE TRANSITION
ESG

ESG

ESG is no passing trend – it's become a core part of investing. Refresh and refine your ESG knowledge with our ESG learning plan.

INVEST SUSTAINABLY

SHARPEN YOUR KNOWLEDGE

Nobody has the perfect strategy. However, our learning plans give you useful tools and techniques to make yours sharper. You won’t just learn how to understand your investments inside out, though. You’ll learn how to help create a more diverse investment industry that helps new voices and new ideas deliver improved outcomes.

ECONOMICS IN THE INVESTMENT PROCESS

ECONOMICS IN THE INVESTMENT PROCESS

Prepare to understand investing inside out. Find new opportunities for success with our Economics learning plan.

THINK SMARTER
DEI

DEI

When you think differently, you deliver more effectively. Drive inclusion and investment returns with our DEI learning plan.

INVEST IN INCLUSION

TAKE YOUR KNOWLEDGE FURTHER

Go beyond what you know. Expand your knowledge by taking a CFA UK qualification, and you’ll take your career forward. 

OUR QUALIFICATIONS

IGNITE YOUR CAREER

Create a CFA UK portal account to grow your career, meet new contacts and expand your knowledge. 

CREATE AN ACCOUNT