In order to incorporate the training activities of the Institute with distinguished and internationally accredited financial and banking training programs and courses, and in order to increase the number of distinguished and specialized professional certificate holders in the Kingdom who will spread the Institute's mission to develop the skills of the Jordanian banking and financial staff,  refine their qualifications and enable them to serve and upgrade their institutions to the level of the leading international banking institutions and thus serve the Jordanian national economy in general, the Institute launched the "Training and Qualification Program for the First Level Exam of the Certified Financial Analyst (CFA) Certificate" in English language from 18/5 to 28/8/2008 in the evening hours and for (99) training hours. Twenty two trainees from the different Jordanian  banking and financial institutions participated in this program held in cooperation with Morgan International which is a regional company specialized in professional qualification for high level professional certificates in the Middle East and North Africa using (Stalla Review) material based on the latest training methods (Multi-Media Presentation) where two lecturers carry out the training, an American one who presents the lecture on video and the other is one of the Institutes expert lecturers who is present in the lecture hall to explain all important points and to answer the participants questions.

At this level of the certificate the participants concentrate on learning the ethics of the profession, economic indicators and their relationship with financial markets, as well as the instruments and techniques used in investment portfolio management. These subjects are covered in the following ten subjects:

- Ethical and Professional Standards.

- Quantitative Methods.

- Economics.

- Financial Statement Analysis.

- Corporate Finance.

- Analysis of Debt Investments.

- Analysis of Equity Investments.

- Analysis of Derivatives.

- Analysis of Alternative Investments.

- Portfolio Management.

In view of the Institute of Banking Studies desire to give the technical support and follow up to the participants in order to complete the registration procedures to sit for the first level exam, the Institute made an agreement with Morgan International to help the participants in completing the registration procedures with (CFA)  Institute / USA.

The Institute intends, however, to start training for the second and third levels of this certificate because obtaining this certificate and becoming a Chartered CFA Holder require passing three levels of exams during three years in addition to practical experience in the field of investment or the like.