About Refresher Readings
Members are receiving the 2021 Refresher Readings before CFA® Program candidates because the pandemic-related deferral of CFA exams has led us to extend and test candidates on the 2020 curriculum.
Each year, investment management practitioners from around the world help CFA Institute guide the evolution of the CFA® Program curriculum to ensure it reflects the practical knowledge needed in today’s investment industry.
The Refresher Readings are taken directly from the CFA Program and offered as a member benefit. The aim is to equip investment management professionals with the highest level of knowledge and skills they need to achieve their career goals. The readings reflect how investment professionals constantly encounter change and uncertainty when they conduct investment analysis.
What Is New This Year
Investment analysis is always evolving, but never more so than today. The 2021 Refresher Readings will expand members' expertise, refresh their skills, and help them to earn Professional Learning credit.
New and Updated Readings
- Data Science: Delves into the mechanics of machine learning and visualizing data and highlights their potential value to investment firms and professionals.
- Investment Analysis: Covers the basics of technical analysis of securities; private equity investing and valuation; and pricing and valuing swaps, forwards, and futures contracts.
- Wealth Management: Focuses on private wealth management, the impact of taxes on wealth, and understanding tax planning to maximize returns for private clients.
- Ethics, Rules, and Standards: Provides updates on ethical issues affecting the investment industry and outlines practical steps for addressing them.
For full details visit: https://www.cfainstitute.org/membership/professional-development/refresher-readings
Online Learning Modules
To enhance learners’ experience, we are also adding online learning modules on two topics:
Supporting Local Society Promotion
To support your local society, we have produced some social media assets and reference materials that offer guidance for producing virtual events and podcasts based on topics derived from the curriculum update. Additionally, these resources will support a deeper understanding of the 2021 Refresher Readings and the skills your members need to achieve their career goals.
We encourage you to share details of the readings with your local society to help promote the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.* We will keep you posted as additional assets become available.
Assets and resources to help you
2021 Refresher Readings Content
* To note: Refresher Readings are an exclusive benefit for members and should not be shared more widely.