Future-Proof Your Career

Is FDP Charter suitable for you?

FDP Charter is exclusively designed for finance professionals or students who work with financial data and/or make decisions based on financial data – and those in leadership, support, & audit roles. Use this section to determine if FDP Charter is right for you.

Why enrol in the FDP Charter?

Financial Analytics & Predictive Modelling capability are now essential requirements for many financial services roles. It’s no longer enough to be a ‘financial analyst’ – you now have to be a ‘financial data analyst’.
Those in decision-making and/or leadership roles must also upskill – to lead data-driven transformation, and to avoid “AI-Washing” at their organization.
Don’t let yourself get automated! The FDP Charter curriculum is uniquely designed to future-proof & accelerate your career by upskilling in advanced techniques such as machine learning, predictive modeling, and big data analytics specifically for financial data.

What makes FDP Charter unique?

Founded in 2019 by CAIA, we are the “Trade School of Financial Data”. Every business school and certification body is now launching a financial data or AI course – we have a singular focus, honed over years.
Our industry-led Advisory Board blends current industry professionals, top academics, and education experts to lead curriculum development. Research papers, integrated into FDP content, keep the curriculum up-to-date and relevant.
AI-enabled Advisory Board platform supports your studies throughout. This market-leading study tool allows those with less finance / data experience to work through the FDP curriculum step-by-step.

Typical roles / industries

Finance professionals: move from XLS (spreadsheets) to ML (machine learning) to develop your algorithmic decision-making capabilities
Quant coders / other finance technologists: understand the real-world applications of your work
Finance executives: lead data-driven transformation, and gain the knowledge required to spot “AI-washing” in your firms and your competitors
Risk, compliance, audit, and operations: understand the finance models and the decision-making being driven by them (and spot patterns for further investigation)
Non-investment firms (e.g. trading, banking, cards & payments, other fintech, insurance, finance consulting, private equity & VC): use your access to massive data sets to maximum effect
Data scientists (Masters / Ph.D. level) trained in natural data: apply your skills to financial data
Graduates & business school post-grads: wanting to enhance their resume (or demonstrate their knowledge in a recognized certification), and/or prepare for quant interview tests & similar

Pre-requisites for registering for the FDP Charter

There are no pre-requisites for registering for the FDP Charter.
Those who do not have relevant experience and/or education (see below) should expect to spend at least 200 hours studying for the exam, with the Python eLearning course in addition. You may also wish to use the AI-enabled FDP Tutor and/or Prep Provider support.
Candidates with a background in finance, economics, computer science, or mathematics – as well as programming (Python / R) or statistical modeling – are likely to require less than 200 hours of exam study, depending on experience.