{"id":19,"date":"2025-11-18T22:32:50","date_gmt":"2025-11-18T22:32:50","guid":{"rendered":"https:\/\/herpowerweb.com\/cfap\/?page_id=19"},"modified":"2026-05-10T14:28:40","modified_gmt":"2026-05-10T14:28:40","slug":"about","status":"publish","type":"page","link":"https:\/\/herpowerweb.com\/cfap\/about\/","title":{"rendered":"About"},"content":{"rendered":"\t\t
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About<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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CFA Institute\u2019s history reflects its evolution from a small professional community into a global leader in investment ethics and education.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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In 1947, analyst societies of Boston, Chicago, New York, and Philadelphia joined forces in realizing their shared commitment to bringing higher standards to the investment profession.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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On 11 June 1947, a national federation was formed and together these pioneer societies defined the role of the investment professional as one steeped in research and critical thinking.<\/p>

Investment analysis became a credentialed profession in 1963, when 284 candidates sat the inaugural CFA\u00ae\u00a0Program exam. From an idea first conceived by famed investor Benjamin Graham, six decades of the CFA Program reflect the evolving dynamics of a complex investment industry.<\/p>

A first edition of today’s\u00a0Standards of Professional Conduct<\/a>\u00a0\u2014 introduced in 1969 \u2014 set the first global benchmark for the professional conduct of the investment professional, bringing ethics directly to the heart of the CFA Program.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Our long history in Codes and Standards, and an industry skills gap concerning sustainable investing, also spurred our first voluntary Global ESG Disclosure Standards for Investment Products. Empowering investors, consultants, advisors, and distributors to better understand, compare, and evaluate ESG investment products. Our Sustainable Investing Certificate (formerly known as Certificate in ESG Investing), launched in 2021, is upskilling the global investment community.<\/p>

Within 30 days of launching the voluntary Inclusion Code in the United States and Canada in 2022, 30 North American investment organizations adopted the Code. Today more than 200 organizations – in markets including the United States, Canada, the United Kingdom, the Netherlands, Australia, and Singapore – have become Code signatories.<\/p>

Our University Affiliation Program helps aspiring investment professionals to combine their undergraduate degree with CFA Program curriculum content. The CFA Institute Research Challenge, an equity research competition for students worldwide, attracts thousands of competitors each year. Entrants benefit from expert mentoring in real-world financial analysis, an international platform, and an enhanced global network.<\/p>

Most recently we announced three specialist pathways at\u00a0Level III of the CFA Program, providing candidates with portfolio management, private wealth, or private markets study options \u2013 all in pursuit of the same global credential \u2013 the CFA Charter. Digital practical skills modules have been introduced to help candidates become desk ready in subject areas including financial modeling and Python.<\/p>

Today, CFA Institute is leading the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Timeline of key events<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Below is a snapshot from our beginnings in the 1940s to our position today where we have nearly 200,000 CFA\u00ae charterholders across 160 locations.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\tThe first CFA\u00aeexam is taken by 284 professional investors across 25 locations in the United States. For one candidate, onboard the RMS Queen Mary, enroute to England. \t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\tThe first edition of Standards of Professional Conduct launches. Bringing ethics directly to the heart of the CFA\u00aeProgram \t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\tSingapore becomes the first member society formed outside of North America, beginning the international expansion of the CFA Society\u00ae network.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\tAssociation for Investment Management and Research is founded.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\tWe open our first satellite office in Hong Kong SAR.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\tOur first European office opens in London.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\tWe become CFA Institute to reflect our focus and global mission.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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More in this section<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\"\"<\/figure>

Who we are<\/h3>

\nDiscover how we are positioned to best serve our community of professionals and society.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\"\"<\/figure>

Our governance<\/h3>

Learn how we operate, meet the leadership and gain insight into our corporate governance practices.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\"\"<\/figure>

Careers at CFA Institute<\/h3>

Find out more about how we support you, apply for a position at our different locations.\n\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tMore about us<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

About CFA Institute\u2019s history reflects its evolution from a small professional community into a global leader in investment ethics and […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"","ast-site-content-layout":"full-width-container","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-19","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/herpowerweb.com\/cfap\/wp-json\/wp\/v2\/pages\/19","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/herpowerweb.com\/cfap\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/herpowerweb.com\/cfap\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/herpowerweb.com\/cfap\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/herpowerweb.com\/cfap\/wp-json\/wp\/v2\/comments?post=19"}],"version-history":[{"count":4,"href":"https:\/\/herpowerweb.com\/cfap\/wp-json\/wp\/v2\/pages\/19\/revisions"}],"predecessor-version":[{"id":1267,"href":"https:\/\/herpowerweb.com\/cfap\/wp-json\/wp\/v2\/pages\/19\/revisions\/1267"}],"wp:attachment":[{"href":"https:\/\/herpowerweb.com\/cfap\/wp-json\/wp\/v2\/media?parent=19"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}