WE GROW TALENT
CFA UK takes careers to the next level and beyond. Through connecting, educating and inspiring we develop the professional lives of our members. We help you to develop your skills, achieve your goals and make your desired level of impact in the industry and in the world.
JOIN TODAY RENEW TODAYIGNITE YOUR CAREER
CFA UK is a diverse community with a shared purpose. Together, we grow talent. We are 12,000 dedicated professionals who have a talent for investing. We are one of the largest membership bodies solely dedicated to the investment profession. And, by using our extensive contacts and expertise, we help you take your career forward.
ABOUT US
WHAT'S ON
Our programme of events provides experiences that go beyond 9-5. Whether you want to learn or unwind, there's an exciting event to suit everyone. You could spend one night enjoying riveting debate at The Conversation, and another relaxing and meeting new connections at our socials. So, when others clock off, you’ll still be switched on.
EVENTSEXPAND YOUR KNOWLEDGE
Our qualifications are designed to give you a competitive edge in your career. They’re developed by investors, for investors, and built around you. You can study our courses at your own pace and apply what you learn while working in your current role. Start building your knowledge today – so employers will notice tomorrow.
INVESTMENT MANAGEMENT CERTIFICATE
Imagine where you could go. The Certificate in Investment Management (IMC) has helped investors turn the career they want into the one they have for 30 years - and counting.
IMAGINE WHERE YOU COULD GOINVESTMENT BUSINESS AWARD
Go beyond your desk with the CFA UK Investment Business Award. Whether you're new to the industry, looking to pivot, or aiming to deepen your understanding, Investment Business will help you understand the value chain of an investment organisation from client strategy to operations and commercial performance.
GO BEYOND YOUR DESKCERTIFICATE IN IMPACT INVESTING
Make your impact. The Certificate in Impact Investing takes you beyond ESG to build successful, sustainable investment strategies.
MAKE YOUR IMPACT
CFA UK Winter Reception 2026
London
24/11/2026
18:30 - 21:00
The CFA UK Winter Reception 2026 will take place on 24 November - and tickets are now available!
Join us for an evening of great conversation, fantastic food and plenty of drinks in the Great Hall of One Moorgate Place, London. Catch up with familiar faces, connect with new friends and expand your professional network in stunning surroundings, with the CFA UK team on hand throughout the evening.
This is one of the most anticipated events in our calendar every year, and places are limited - make sure you secure your spot now to avoid disappointment.
CFA UK Annual General Meeting 2026
London
24/11/2026
18:00 - 19:00
Make sure you also join us for the CFA UK Annual General Meeting 2026. As a member of CFA UK, this is your opportunity to comment and vote on resolutions that will help shape the future of your Society, and our opportunity to hear your views on what matters most to you.
The meeting starts promptly at 18:00 in the Auditorium at One Moorgate Place. Voting on all resolutions during the AGM is expected to be by way of a poll, submitted via your mobile device by following the link to the voting website which will be emailed to you along with your unique access code.
Our Winter Reception follows immediately afterwards, so don't miss your chance to shape our Society's future and enjoy a fantastic evening with us too. Make sure to book your place for our AGM and our Winter Reception separately.
CFA UK Career Development Pathway
Online
20/10/2026
13:00 - 14:00
The new CFA UK Career Development pathway is perfect for those starting out, looking to step up, or making a sideways move into the world of investment in the UK.
This three-part series covers working across generations in finance to turn difference into a decisive advantage, communicating effectively in English when it's a foreign language and better understanding your colleagues in the same situation, and how to manage your own money when you're so busy managing your clients' portfolios.
Sign up for the first event in the series on 20 October now - free for CFA UK members.
DISCOVER SOMETHING NEW
Are you ready to expand your knowledge?
CFA UK's Professional Learning platform is the perfect place to learn, explore and understand the world of investing. With expert-led webinars, learning plans and Refreshers, you have everything you need to grow your talent and sharpen your skills, anytime, anywhere.
Dazed and confused: Making sense of a world in flux
To understand where the economic landscape is heading, you need to know more than investing. In her keynote session at the CFA UK Annual Investment Conference 2026, Gillian Tett OBE, Editorial Board Member, Financial Times & Provost, King’s College, Cambridge, outlines how to view geopolitics through a long-term lens and adapt your mindset to thrive in an uncertain world.
ADAPT YOUR MINDSET
The CIO playbook: Strategy, risk and resilience in a shifting investment landscape
How are CIOs dealing with increasing economic challenges? In our panel from the CFA UK Annual Investment Conference 2026, Helen Jewell, CFA, International Chief Investment Officer, Equities, BlackRock, Yves Choueifaty, President, Founder, Tobam, Tom Coutts, Partner, Baillie Gifford and Jason Hsu, PhD, Founder, Chairman and Chief Investment Officer, Rayliant Global Advisors share their insights on how to invest in today’s market confidently.
INVEST CONFIDENTLY
Decision prosthetics: Delivering behavioural finance at scale
Greg Davies, Head of Behavioural Finance, Oxford Risk believes behavioural finance is about to unlock unlimited potential. In his session at the CFA UK Annual Investment Conference 2026, Greg outlines how technology like AI and LLMs can help people make better decisions to achieve greater wealth.
BETTER BEHAVIOURPURSUE YOUR PASSION
Whatever you’re passionate about, we’re here to help you pursue it. Join one of our Special Interest Groups to connect with the people who are shaping the conversation. And, if you are interested in sustainability, then the Sustainability Community is waiting to hear from you. You’ll link up with like-minded investors looking to make a real difference.
SUSTAINABILITY COMMUNITY
Act sustainably. Connect successfully. Join the Sustainability Community today.
EXPLORE
SPECIAL INTEREST GROUPS
Meet peers in your sector and get even more from your CFA UK membership.
EXPLOREOur sponsors
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About S&P Dow Jones Indices:
We provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. To learn more, please visit www.spglobal.com/spdji/en/. -
READY TO START?
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