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Refresher Readings

 Members can stay current on what's important in the constantly evolving investment industry with readings taken directly from the CFA® Program curriculum.

Access the Members' Guide

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Featured Readings

We've selected these Refresher Readings for you to highlight the latest trends in the investment industry.
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ESG Considerations in Investment Analysis

Learn how to determine ESG-related factors that are relevant to a company and identify applicable data.

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Real Estate Investments

Understand the risk profile of real estate equity versus real estate debt, primarily focusing on commercial property.

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Capital Structure

Learn how capital structure is also the result of factors such as company size and maturity, which influence the financing options available to a company.

Browse All Refresher Readings

Explore the complete collection of Refresher Readings, taken directly from the CFA Program curriculum. Filter the list by program level and topic to locate the most relevant materials for your Professional Learning.

Although ethics readings are included, members are encouraged to use the Standards of Practice Handbook and related resources to help navigate the ethical dilemmas they face in their professional lives.

The entire current CFA Program curriculum is also available for purchase in print format for members.