Welcome CFA® Candidates & Charterholders
Helping you become a more successful investor.
Our Exclusive Offer To CFA® CANDIDATES AND CHARTERHOLDERS
The Macro Institute is proud to have created the new Practical Macro Skills Module (PSM) for Level III of the CFA® Curriculum. CFA® Candidates now have unprecedented access to our renowned macro investment training program. Together, the Macro Specialist Designation (M²SD) and the Chartered Financial Analyst (CFA®) program are the perfect combination of macro and micro skillsets for today’s ambitious investment professionals.
Are You A Current CFA® Level III Candidate?
Candidates who complete the CFA® Level III macro PSM are able to skip Level 1 of the M²SD program.
Are You A Current CFA® Charterholder?
Existing Charterholders who show proof of completing the CFA® Level III macro PSM can skip Level 1 of the M²SD. You have access to the PSM through your CFAI membership.*
The M²SD program has two levels. The first level covers the fundamentals of macro investing. The CFA® PSM covers most of this material preparing candidates to move to Level 2.
Level 2 drills down on actionable investment techniques. Candidates choose their own path. Path A: Portfolio Strategy & Management or Path B: Stock Selection & Model Building.
CFA® Candidates & Charterholders who take advantage of this offer will be only six months away from a complete investment toolkit and their M²SD Designation.
Email support@themacroinstitute.com to get registered!
Common Career Paths for Macro Professionals
As an M²SD charterholder, you can apply your new skills to countless career paths in the financial services industry. Professionals involved in all stages of the investment decision-making process, those who manage client portfolios, and those in client-facing roles can all benefit from earning the Macro Specialist Designation (M²SD).
Equity Analyst
Broaden your analysis to understand the macro drivers of a company’s performance and risks.
Financial Advisor
Communicate your knowledge of markets to clients above and beyond financial planning expertise.
Portfolio Manager
Improve performance by identifying big-picture trends that pose risks to your portfolio positioning.
Quantitative Analyst
Build powerful stock-picking models using macro data and factors to enhance your investment decisions.
Find out what M²SD has to offer
See how the M²SD program can make you a better investor. Download the course brochure to find out more.