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.

TAKE CONTROL OF THE TRANSITION

Taking on climate change is a huge challenge for investors - but you can take control of it. CFA UK's new Climate Metrics learning plan gives you the essential knowledge to measure, manage and mitigate climate risk and climate opportunities within your role. From forward-looking metrics to carbon footprinting, learn how to drive the transition with every decision and create real world outcomes in your career.

TAKE CONTROL ON CLIMATE

DRIVE SUSTAINABLE STANDARDS

We need to build a sustainable future – and now is the time to act. Our learning plans on ESG 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.

ESG Learning Plan

ESG

Do you see ESG from every angle? Understand ESG more deeply than ever before when you study our ESG Learning Plan.

THINK SMARTER
Ethics Learning Plan

ETHICS

Maintain the highest standards of professionalism and invest with integrity by studying CFA UK's Ethics Learning Plan.

INVEST WITH INTEGRITY

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.

A multicoloured graph/charter

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

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

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