CFA Society Romania

A Member of the CFA Institute Global Network of Societies

​​"​​The CFA Institute Investment Foundationscertificate program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry."

(CFA Institute)


In 2013, CFA Institute enhanced its educational offering for the investment industry with the Claritas Investment Certificate meant to display I​nstitute's effort on strengthening financial knowledge and overview of industry professionals of various fields of activity. During 2016 the program was rebranded as CFA Institute ​Investment Foundations™​.​

Focusing on the areas of finances, ethics and investments, the program requires 100 hours of online self-study and can be attended by professionals from different companies, with different job roles from those directly involved in the investment and finances activities to those whose jobs are more adjacent or support oriented like: HR, legal or IT.  

With ​Investment Foundations™, CFA Institute particularly encourages companies to be involved in their employees training and education, this is why the Institute made the certification accessible and cost effective to be offered as a program for the employees.

CFA Institute ​Investment Foundations™ is designated as a key for professionals to work together efficiently and ethically. Learn more about CFA Institute ​Investment Foundations™​.

Two test centers - located in Bucharest and Timisoara - are open for scheduling and delivering the Investment Foundations exam in Romania​.