CFA exams to test fintech and AI knowledge

From June 2019

clock • 1 min read

The CFA Institute, the global association of investment management professionals, is to test aspiring charterholders on their understanding of areas including the big data landscape, blockchain and artificial intelligence for the first time next year.

From June 2019, exam candidates will be expected to understand "next-generation knowledge" such as machine learning, thereby preparing them "to not only have a place in the industry but to lead it". In an update to the curriculum, the CFA Institute is adding 10 new readings and "major revisions and improvements" to 18 existing readings, across all levels of the exams. Specifically, fintech enters the CFA program curriculum at Level I and II, examining the range of technologies and financial applications in investment management, new content on machine learning, and ethics cases relate...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Consolidation: Does big equal bad in the advice sector?

Consolidation: Does big equal bad in the advice sector?

'Integrations take time and effort on all sides'

Anthony Carty
clock 17 September 2025 • 4 min read
WIFA 2025 headline sponsor video: LV's Katherine Carnegie on inclusive leadership

WIFA 2025 headline sponsor video: LV's Katherine Carnegie on inclusive leadership

‘Creating a culture where everyone thrives’

Professional Adviser
clock 17 September 2025 • 1 min read
Fintel simplifies model into two divisions as it stresses cultural fit in acquisitions

Fintel simplifies model into two divisions as it stresses cultural fit in acquisitions

The group moves from three divisions to two

Sahar Nazir
clock 16 September 2025 • 2 min read