Programs

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 over a minimum period of 2.5 years. 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.

Learn more from CFA Institute about the CFA designation and its significance

Investment Foundations

The CFA Institute Investment Foundations™ certificate program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry. The program is
designed for all professional disciplines outside of investment roles, including IT, operations, accounting, administration, and marketing. There is no education or experience requirement and the exam can be taken at your convenience at available test centers around the world.

Learn more about the CFA Investment Foundations® Program

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.

Learn more about the CIPM designation and its significance

Prep Course / Boot Camp

Partnership

Kaplan Schweser and CFA Society Uruguay have partnered to provide access to Schweser CFA Program Study Packages and Prep. Courses.

 

The Most Trusted CFA® Study Program Around the World

 

Kaplan Schweser has been partnering with CFA societies for 15 years…developing candidates into CFA® charterholders and ultimately leaders in society communities. Schweser’s study program has evolved over the years to create an engaging and motivating experience for candidates, guiding them to exam success in an efficient and adaptive manner.

 

Kaplan Schweser Free Resources

 

Schweser offers free resources to those interested in earning the coveted CFA® charter. From a daily email with CFA questions to eBooks to a mobile app, there is something for everyone. Learn More »

 

Free Question of the Day

Sign up to receive a level-specific CFA practice question delivered directly to your inbox each day!

 

Free Adaptive CFA® Review App

Take your study plan on the go…and get the practice you need on your time. And best of all…it’s free!

 

Free eBook: Before You Decide to Sit for the CFA Exam

Get advice from CFA charterholders who have successfully gone through the program. Learn what it takes to earn the charter and ultimately succeed in the investment industry.

Live Mocks

As a service to all CFA Candidates (Levels I, II and III), the CFA Society Uruguay partnered with Kaplan Schweser offers mock exams to help you assess your preparedness for your exam. The mock exam is administered in test-like conditions and will be self-graded. Candidates should use the results of their mock exam to determine which areas of the Body of Knowledge need the most attention during the critical final weeks of study prior to their actual test date.

Live mock exams are scheduled approximately two-three weeks prior to the June and December actual exam dates.

Please send an email to info@cfasocietyuruguay.org for more information on the Live Mock.

Scholarships

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

Continuing Education Credits

To succeed in a highly competitive and ever-changing marketplace CFA Members have to develop their knowledge, skills, and abilities. Participating in lifelong learning demonstrates the commitment to professional excellence and illustrates dedication to serving your clients and employer.

An important part of our Code of Ethics and Standards of Professional Conduct is maintaining and improving professional competence. To this effect, and as part of the our CE Program, we recommend that members complete a minimum of 20 hours of continuing education activities, including a minimum of 2 hours in the content areas of Standards, Ethics, and Regulations (SER) each calendar year. During the annual membership renewal process in the spring, members have the ability to indicate participation and attest to completing the minimum recommended hours for the prior calendar year.

For more information please follow the official link: https://www.cfainstitute.org/membership/professional-development

CFA Institute Research Foundation

The CFA Institute Research Foundation is a not-for-profit organization that sponsors independent, in-depth research on current issues important to investors and investment professionals around the world. The mission is to fund, publish, and distribute comprehensive, high quality, independent research relevant to the global investment community. Current funded research projects include Entitlement Reform and the Behavioral Aspect of Risk Tolerance.

For more information please follow the official link: https://www.cfainstitute.org/learning/foundation/pages/index.aspx