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
ESG FROM EVERY ANGLE
ESG is seen by some as an obstacle to investing - but it presents opportunities across a range of asset classes. With CFA UK's new ESG Learning Plan, you can take control of ESG and learn how to integrate it into your investment process. With expert modules covering asset classes from equity, fixed income and alternatives, you'll understand ESG from every angle. That way, you can use your new expertise in every decision.
ENHANCE YOUR ESG KNOWLEDGEDRIVE SUSTAINABLE STANDARDS
We need to build a sustainable future – and now is the time to act. Our learning plans on climate transition pathways and investor ethics make you part of the solution. You’ll combine theory with practical application to understand how to invest with climate in mind, and with integrity. That way, you’ll deliver commitments in your investment practice successfully.
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
ETHICS
Maintain the highest standards of professionalism and invest with integrity by studying CFA UK's Ethics Learning Plan.
INVEST WITH INTEGRITYSHARPEN 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
Prepare to understand investing inside out. Find new opportunities for success with our Economics learning plan.
THINK SMARTER
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 QUALIFICATIONSIGNITE YOUR CAREER
Create a CFA UK portal account to grow your career, meet new contacts and expand your knowledge.
CREATE AN ACCOUNT
