UNIVERSITY AFFILIATION PROGRAM (UAP)
Student
RESOURCE Pack
Accelerate Your Career in Finance
SECTION 1 SECTION 2 SECTION 3
Career Educational Research for
Resources Content Students
Investment Industry 04 Overview of Investment 10 Research & Policy 15
16
Career Paths Foundations® Certificate Center (RPC)
Career Planning for Students 05 CFA® Program 11 Student Focused Content 16
Career Conversations 06 Scholarships 13
Bubble Quiz 07
‘Do You Speak Finance’ Quiz 08
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SECTION 1
Career
Resources
Investment Industry
Career Paths
An overview of:
• The financial system
• Types of career opportunities, jobs,
and responsibilities
• Buy-side vs. sell-side jobs
• How to break into finance from
an unrelated field.
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CFA Institute 4
Career Planning
for Students
University students or recent graduates
interested in a career in finance have a lot
of exciting options ahead.
But how do they know where to start?
Which next steps to take, and when?
The finance industry is complex and highly
competitive. This resource will help
students launch a career in finance.
Students can learn about the ways
CFA Institute supports their learning and
builds the practical skills required for finance
professionals.
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CFA Institute 5
Career Conversations
Get inspired with our testimonial series
For real-life examples, you can explore the unique
journeys and insights of finance professionals in
our “Career Conversations” series at CFA Institute.
This collection features authentic testimonials
from seasoned experts and emerging talents alike,
offering invaluable perspectives and inspiration for
your own career path in finance. Dive into these
stories to understand the real-world applications
of finance principles and how they can shape your
future success. Discover more and get inspired!
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CFA Institute 6
Bubble Quiz
The CFA Program is relevant to a multitude
of job roles in finance. With our interactive
graph, you can discover the breadth of roles
served by the CFA Program and sample the
sort of questions we ask about each job role
in the CFA exam. The quiz uses real CFA exam
questions to discover job roles.
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CFA Institute 7
‘Do You Speak Finance’ Quiz
Quiz designed to assess one’s familiarity
with the words and phrases that
are fundamental to the investment
management industry.
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CFA Institute 8
SECTION 2
Educational
Content
Overview of CFA Institute Investment
Foundations® Certificate
The Investment Foundations Certificate will provide
learners with an overview of the essentials of finance,
ethics, and investment roles, providing a clear
understanding of the global investment industry
including terminology and foundational concepts.
This series of courses is valuable to early
undergraduate students - particularly those in their
first and second-year.
Get started for $79
CFA Institute 10
CFA® Program
Invest in your future with CFA Program
CFA Institute 11
CFA Program
Invest in your future with CFA Program
Recognized by leading investment companies around the world as the ‘gold standard’ investment
credential, the CFA Charter is the best possible route to career success and global opportunity.
Acquiring the charter is known as one of the investment industry’s biggest challenges: It starts with
passing the three CFA Program exams. Successfully finishing the program prepares you to advocate
for market transparency, fairness, and integrity.
The CFA Program is a self-study, three-level exam that tests the fundamentals of investment tools,
company valuation, portfolio management, and wealth planning while always putting ethics at the
center.
As a student enrolled in an affiliated university you are on a fast track to success with CFA Program.
Just ask one of the thousands of students and recent graduates who have enrolled in Level I of the
CFA Program while in school or shortly following.
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CFA Institute 12
Scholarships Are Available
We offer scholarships as part of our
commitment to allow more people to
participate in CFA Program, making the
CFA® charter more attainable.
We believe a more diverse charterholder
membership will enable better investment
decisions and client understanding, and
our scholarships provide accessible, diverse
pathways to CFA® charterholder status.
Explore Scholarships
CFA Institute 13
SECTION 3
Research for
Students
Research & Policy Center (RPC)
Provides students with a diverse, cross-disciplinary
community of subject matter experts working
collaboratively to address complex problems.
The RPC focuses on research within four themes:
capital markets, technology, industry research,
and sustainability.
How to use the RPC:
• Stay up-to-date on industry trends and show
your future employer that you have read
beyond academic literature
• Use our research in interviews to show your
understanding of complex financial problems
• For projects and dissertations supplement your
academic reading with the perspectives of
working practitioners.
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CFA Institute 15
Student-Focused Research
• Graduate Outlook • Gen Z investing • Finfluencers: Investing in the
Survey preferences Age of Social Media
Get access Get access Get access
CFA Institute 16
Thank you
For additional information, check out our site at
www.cfainstitute.org.
CFA Institute 18
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