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From the list of search results, you can click the Item link to see more details about an item or click the Add to Cart button to add the item to your Shopping Cart.
To search the text or author name of CFA Institute Conference Proceedings or Research Foundation publications published in 2000 or later, go to the CFA Institute publications website, www.cfapubs.org, and use the Search feature on that site. From there, click on the Order This Book button to add the publication into your CFA Institute Bookstore Shopping Cart.
Please note that if you are a CFA Institute member or publication subscriber, you can access all Conference Proceedings and Research Foundation publications published since 2000 at www.cfapubs.org.
Browsing Publications by Topic
Click on the All Titles by Topic button at the left side of the screen to see a list of topics. Click one of the topics to view the list of publications available on that topic. (Note that a publication may be listed under several topics.)
From the publications list, you can click the Item link to see more details about an item or click the Add to Cart button to add the item to your Shopping Cart.
Browsing and Ordering CFA Curriculum Materials (Textbooks, Readings, etc.)
The CFA curriculum materials are available for purchase through this website. As a convenience, they are grouped by exam level and exam year.
Viewing a List of Curriculum Materials. Click on the CFA Curriculum Materials button at the left side of the screen to see a list of the CFA exams for which curriculum materials are available. Click one of the exams to view the list of curriculum materials for that exam.
Viewing Details about an Item. From the curriculum materials list, click the title of an item to view a brief description of the item.
Discounted Pricing. CFA Institute has negotiated lower prices for CFA Program candidates and CFA Institute members. If you are a CFA Program candidate or CFA Institute member, please log in to get the discounted prices. Once you have logged in, the prices shown are automatically your discounted prices.
Adding Materials to the Shopping Cart. To purchase materials, first add the materials to your Shopping Cart and then complete the Checkout Process. When the curriculum materials list appears, all required items are checked by default. A check mark (  ) next to an item indicates that the item is selected. If there is no check mark next to an item (  ), then it is not selected.
If you do not wish to purchase an item, you can de-select it by clicking the checked box next to the item. Clicking an empty checkbox selects an item.
To add all the checked items to your shopping cart, click the Add Selected Items to Cart button. Please note that you will still have the opportunity to add or remove items from the Shopping Cart before your transaction is complete.
Placing an Online Order. To complete the online ordering process once items are in the Shopping Cart, click the Checkout button at the bottom of the Shopping Cart and follow the instructions.
Using the Shopping Cart
To purchase items through this website, first add the items to your Shopping Cart and then complete the Checkout Process. (Note that your Shopping Cart will be cleared if your browser is closed or times out.)
Adding Items to the Shopping Cart. Add items to the Shopping Cart by clicking the Add to Cart button next to an item you have found through the Search Bookstore feature or through Browse Titles by Topic.
To add CFA curriculum materials to the Shopping Cart, see the section Browsing and Ordering CFA Curriculum Materials (Textbooks, Readings, etc.).
Continuing Shopping. If you wish to add more items to the Shopping Cart, either you can use the Back button on your browser to return to the previous page where you found the item(s) you added to the Shopping Cart or you can perform a search or browse for additional items by using the navigational features at the left of the screen.
Adjusting Quantities. To increase or decrease the quantity that you wish to purchase of a particular item, click in the QTY box next to the item and type the desired quantity of the item. Click the Update Cart button to accept the revised quantity and update the Total Price.
Viewing Item Description. To see a brief description of an item that has been placed in the Shopping Cart, click the Item link of the item.
Removing Items from the Shopping Cart. To remove an item from the Shopping Cart, either click the Remove box next to the item you wish to delete or adjust the quantity to zero. Click the Update Cart button to accept the deletion and display the Shopping Cart without the deleted items.
Clearing the Shopping Cart. You can clear all items from the Shopping Cart by either removing all items as described above or by closing your browser. (Note that if you do not complete the Checkout Process, your order will not be processed.)
Placing the Order. Click the Checkout button at the bottom of the Shopping Cart and follow the instructions to place an order for the items in your Shopping Cart.
Completing the Checkout Process (Placing an Order)
The Checkout Process allows you to actually place an order. The steps of the Checkout Process are indicated at the upper right of the screen. If you are in steps 0 through 3, you can return to a previously completed step by clicking on the name of the step.
Step 0: Add items to the Shopping Cart. Before you can check out, you must have items in your Shopping Cart. You can return to the Shopping Cart to remove items or adjust quantities (or even add more items to the Shopping Cart) at any point until you place the order at the end of Step 3.
Step 1: Enter your shipping address. If the shipping address is in the United States or Canada and you wish to select Rush shipping, indicate that option in Step 1.
Step 2: View the Order Details screen to see the total cost of the items, including shipping and taxes.
Step 3: Enter your credit card information at the Payment Information screen. At this point, you can either return to a previous step or click Place Order to submit the order.
Step 4: Receive confirmation for the order you have just placed. You will also receive a confirmation by e-mail.
Once Steps 0 through 4 have been completed, your order will be processed.
Viewing Contents of CFA Institute Publications Online
The contents (tables of contents, abstracts, and text) of selected CFA Institute publications (the Financial Analysts Journal ®, CFA Digest, CFA Magazine, CFA Institute Conference Proceedings, and others) are available online to CFA Institute members and publication subscribers at www.cfapubs.org.
CFA Refresher Readings Online for CFA Institute Members
Many of the CFA Program curriculum readings are available online for use by CFA Institute members as a refresher on the material contained in the CFA Program. These readings are arranged by functional area of interest on www.cfapubs.org in the CFA Refresher Readings area.
Ordering by Telephone, Mail/Post, or Fax
Please see the Customer Service page for information on ordering by telephone, mail/post, or fax.
Paying by Check, Money Order, or Wire Transfer
Please see the Customer Service page for information on paying by check, money order, or wire transfer.
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