CFA Program

The Chartered Financial Analyst (CFA) Program, awarded by CFA Institute, is the most respected and recognized investment management credential in the world.

The self-study, master’s-level qualification, provides a strong foundation of advanced investment analysis and real-world portfolio management skills needed in today’s competitive environment. The CFA Charter designation is awarded to investment professionals having successfully completed and
passed three comprehensive and rigorous examinations. To earn the CFA designation, candidates must also have at least four years of relevant professional investment experience, comply with the CFA Institute Code of Ethics and Standards of Professional Conduct and be regular members of the CFA Institute.

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Prep Course

CFA Society Uruguay has agreements with leading CFA® exam preparation providers: Kaplan Schweser, CeriFi (Mark Meldrum), and Prep Securities Academy.

These agreements allow our candidates to access study materials and preparation courses with exclusive discounts, reaffirming our commitment to supporting their path toward CFA® certification.

Kaplan Schweser
Kaplan Schweser has collaborated with CFA societies for over 15 years, supporting candidates in becoming CFA® charterholders. Their program has evolved to offer an efficient, adaptable, and engaging study experience.

Discount: 25% on all packages.

Access: Visit the Schweser portal

CeriFi – MarkMeldrum.com
Mark Meldrum offers high-quality materials and courses for CFA exam preparation.

Discount: 25% using the code CFAUGY25 at checkout.

Access: partners.cerifi.com/cfa-society-uruguay

Prep Securities Academy
Prep Securities is a Peru-based provider offering virtual courses in Spanish for all of Latin America. All instructors are experienced CFA charterholders.

Discount: 20%

Access: The discount code will be shared privately with interested candidates.

Website: www.prepsecurities.academy

Candidates may also participate in free workshops offered by the various providers, focused on reviewing key topics of the exam and available exclusively for candidates in Uruguay.

Who can access these benefits?
All active candidates of CFA Society Uruguay.


For more information or instructions, contact us at:
📧 info@cfasocietyuruguay.org

Scholarships

Scholarships for the CFA Program are available on a limited basis. Information about these scholarships can be obtained from the official website

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Investment Foundations® Certificate

Build a better future.
Start with the foundations.

The Investment Foundations® Certificate prepares learners with the foundational skills to compete in the investment industry. It is designed specifically for those aspiring to a career in the investment industry or currently working within support roles across the investment and finance industries, including those in marketing, sales, project management, human resources, IT, and legal.

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CIPM Program

The Certificate in Investment Performance Measurement (CIPM®) credential develops your skills in effective investment performance and risk evaluation, manager selection, and investment reports grounded in accountability.

The CIPM program has two levels: Level I and Level II. CFA charterholders and candidates who have successfully completed the Level III CFA exam can bypass the Level l CIPM exam and register directly for the Level II CIPM exam.

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