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. 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

What’s Next for the CFA Program?

Upcoming enhancements to the CFA Program aim to further solidify its position as the premier credential across the investment industry. Explore each of the six updates to learn what the changes will mean for candidates, employers, and the future of the CFA Program.

Learn more https://cfainst.is/WebUpdates

Watch our  Complete Guide of the CFA Program 

CFA Institute Certificate in ESG Investing

The future belongs to sustainability. Will you be a part of it?

Whether it’s clients, your firm, or government regulations demanding it, ESG Investing is no longer optional – it’s essential. The time to fill your knowledge gaps and improve your ESG confidence is now.

The CFA Institute Certificate in ESG Investing gives you the knowledge you need to manage investments with a focus on integrating environmental, social, and governance factors.

Why choose the CFA Institute Certificate in ESG Investing?

  • Earn a certificate that demonstrates your mastery from an internationally recognized organization
  • Learn from a curriculum updated for 2024 that provides a holistic coverage of ESG Investing
  • Study at your own pace whenever it fits your schedule and take the exam in-person or online

With an investment of USD 865 and around 100 hours of study time, you could earn the certificate in six months or less and start using your knowledge immediately.  Become the in-house expert at your organization or find a new role in the growing field of ESG!

Sign up to learn more [https://www.cfainstitute.org/programs/esg-investing?s_cid=dsp-esg-GLOBAL-global-2024-X-X-b2c-X-socops-conversion-pro_oth-societies-x-2024ESGSocietyToolkit]

Investment Foundations® Certificate

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.

Learn more

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.

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.

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