Who we are
For over 75 years, our thriving global community of members and charterholders has been upholding the highest professional and ethical standards in their industry. By delivering better investor outcomes, we are collectively contributing value to society.
The finance industry today
What is demanded of the profession is continuously evolving. Today, we are faced with complex and challenging markets. Our role in offering relevant education, driving positive change in the investment industry, and advocating for fairness and transparency for investors globally is more important than ever.
Our vision
Empowering the investment industry to realize the world’s greatest possibilities.
Our mission
To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
Our commitment
Influence and shape the industry
We hold an influential position on investment practices with our research and thought leadership. With that responsibility, we will continue to advocate for policies that create sustainable value, efficient markets, and ethical institutions.
Influence and shape the industry
We hold an influential position on investment practices with our research and thought leadership. With that responsibility, we will continue to advocate for policies that create sustainable value, efficient markets, and ethical institutions.
Influence and shape the industry
We hold an influential position on investment practices with our research and thought leadership. With that responsibility, we will continue to advocate for policies that create sustainable value, efficient markets, and ethical institutions.
Our continued focus
1
Grow the profession by attracting a diverse next generation of talent. We will do this through an expanded portfolio of certifications and learning opportunities, unlocking economic growth and securing the health and wealth of investors.
2
Continue to evolve our flagship CFA® Program. By ensuring its relevancy in response to changing industry needs, we can maintain its position as the gold standard in investment education.
3
Expand professional knowledge and capability through CFA Institute thought leadership, partnerships and unique member experiences. With these resources, we can grow the skills of practitioners and drive even greater industry impact.
4
Continue to build credibility and trust in the profession with new industry codes and set new standards of excellence for our people, members and the industry.
More in this section
Our history
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Our history
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Our history
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