Commonfund Institute Online

Course Topics

Commonfund Institute Online provides a robust curriculum at no cost to you. Topics range from creating effective boards to choosing a strategic asset mix to meet your performance goals. By registering today, you will expand your knowledge, develop insights and hone skills necessary to oversee long-term pools of capital all from the comfort of your home or office.

Governance and Policy

It is crucial to have the appropriate resources at your disposal when managing long-term pools of capital. Our online learning platform offers comprehensive governance and policy courses to assist your investment committee and board members in familiarizing themselves with the best practices in the industry.

Investment Strategy

Building successful portfolios requires careful time and comprehension. Our courses provide a comprehensive overview of various strategies to incorporate into your asset allocation, allowing for a thorough analysis of their advantages and risks.

Learn more about the courses

About Commonfund Institute Online

Commonfund Institute Online was developed with our educational mandate in mind and for the sole purpose of delivering educational content to fiduciaries of nonprofit institutions and other select long-term investors. Our intention is to continue to add more in-depth content to the curriculum in order to produce a robust online learning tool and resource for nonprofit finance staff, boards, investment committees and other select long-term investors.

Designed Specifically for Long-Term Investors and Fiduciaries of Nonprofit Institutions

Program content is developed with you and the challenges your organizations face in mind. The Commonfund Institute Online experience provides the opportunity for multiple people from the same institution to gain knowledge and develop skills to be successful fiduciaries of long-term pools of capital at their convenience.

Commonfund is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA sponsor number: 103497.

Designed With You in Mind

Commonfund Institute Online is designed for fiduciaries of nonprofit institutions and other select long-term investors who want to become a more effective leader, board or investment committee member or steward as the investment environment continues to evolve and become more complex. Perhaps you are a(n):

Senior financial officer who is looking to better one's relationship with the board
Board member who is new to the role and looking for education on how to perform at your peak
Investment committee member who is looking for ways to hold more effective meetings
Investment staff seeking out ways to integrate ESG or diverse managers into your portfolio
Finance staff member looking for more education in order to do your job supporting the endowment better
And many more....

Who can participate?

Commonfund Institute Online curriculum is available to most long-term investors and those who hold roles as finance staff, boards of trustees, investment committee members and senior staff of nonprofit organizations and other select institutions.

How do I SIGN UP

If you receive an email invitation from Commonfund please follow the steps to register. If you did not receive an email please contact cfionline@commonfund.org for assistance on how to get access to the platform. At this time there are no prerequisites required to get access to Commonfund Institute Online content.

Is there a limit to how many people from my organization can register?

At this time there is no limit to how many people can register for Commonfund Institute Online.

My colleague wants to register but didn’t receive an email. How can I get them signed up?

Please have them email cfionline@commonfund.org to request access.

Is there a registration fee?

There is no cost to enroll in Commonfund Institute Online courses.

Can I receive continuing education credits for taking Commonfund Institute Online courses?

We are offering continuing education credits (CPE) for the sessions where indicated. If you would like to receive CPE credits for your time you must check the box to indicate so when registering for access to the platform.

You will receive 1 credit for each 50 minutes of course time if you follow all of the guidelines and meeting the criteria indicated for each delivery method in the platform.

What do I have to do to receive credits?

To be awarded credits for QAS Self Study courses you must watch 100% of the course video, answer all knowledge checkpoints for each course, score 70% or better on the qualified assessment accompanying each course and complete each course survey.

For Group Internet Based courses credits are provided after confirmation of attendance using Zoom timestamps, interaction with the presenter, recognition of code words and completion and submission of the course survey.

When will I receive my credit certificate?

Upon completion and verification of all criteria above you will be able to download your certificate automatically from the Commonfund Institute Online platform. It will also be available in your "My Settings" page on the platform.

How long will the courses be viewable?

The courses on Commonfund Institute Online will be available until Commonfund Institute determines the content is no longer relevant or the course is refreshed.

How do you decide on the curriculum for the program?

We strive to develop a curriculum that is relevant across most types of nonprofit and other select institutions. Each year we seek to provide educational courses that offer timely and relevant information for the nonprofit sector and the investment management industry as they relate to the governance of endowed assets. All of the courses we release are done so with the intent to promote best practices in the stewardship of perpetual funds.

I have a question about a session – who should I contact?

Please email cfionline@commonfund.org for assistance.

I am interested in being a speaker – who do I contact?