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

Female client focus 'vital' as great wealth transfer comes

Female client focus 'vital' as great wealth transfer comes

Intergenerational wealth planning importance

Professional Adviser
clock 06 February 2026 • 1 min read
Andrew Goodwin: Flipping the narrative on successful investing

Andrew Goodwin: Flipping the narrative on successful investing

'He's a pinball wizard, there has to be a twist'

Andrew Goodwin
clock 06 February 2026 • 4 min read
Paraplanners' confidence holding back progression

Paraplanners' confidence holding back progression

Aspiration and confidence gap over future career paths, SOTAN report finds

Isabel Baxter
clock 05 February 2026 • 3 min read