CFA

Three simple letters that mean so much more than the words behind them. Ask any one of the 140,000 charterholders around the world who’ve earned the Chartered Financial Analyst® designation and they’ll proudly tell you why they put those letters after their names.

As CFA charterholders, we put investors first and fervently support CFA Institute's mission to generate awareness around protecting investor interests and ensuring that all investment professionals understand their role.

Join us as we educate others about the importance of investor rights and how CFA charterholders contribute to a better future of finance. Working together, we can heighten our impact on the profession and its path forward.

Use our collection of Tactics, Tools & Tips to:
  • Have a more informed dialogue with your colleagues and clients about investor rights — and why ethics is so important to the future of finance.
  • Share this information on social media and participate in the conversation by using #CFADifference. 
  • Play an active role in Putting Investors First. 

With a rigorous certification program, a strict ethical code, and an unparalleled understanding of client needs, it is no wonder that those three letters truly make a difference that matters.

Future State of the Investment Profession

On April 3, 2017 CFA Insitute's Future of Finance team launched a study, The Future State of the Investment Management Profession, coinciding with the launch of the 2017 Putting Investors First campaign.

The investment management industry is facing many disruptive forces that will likely result in significant change. Considering the possible future state of the profession and identifying actions the profession can take to influence the actual future state, prompted the Future of Finance team to embark on this major project in collaboration with Institutional Investor. The report will cover the investment profession’s current dynamics, future trends, and next steps as well as explore how the profession, in the midst of a potential transformation and despite reputational challenges, can strengthen its dedication to fulfilling client objectives and promoting societal wealth and well-being.

TalkingTheTalk
(Adobe PDF File)


Statement of Investor Rights:

Realize your investing rights and how CFA Charterholders bring ethics and integrity to the relationship.

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What to Expect:

Ten key benefits of working with a CFA charterholder.

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Ethical Mindfulness:

A guide for new financial services professionals.

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Asset Manager Code of Professional Conduct:

Committed to ethical behavior and the protection of investors' interests.

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Integrity List:

50 actions you can take to build trust and enhance your firm's reputation.

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Are you a Visionary Director?:

A checklist for building shareholder value.

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7 Steps to Financial Fitness:

Follow these 7 Steps to Financial Fitness.

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WhatToExpect
(Adobe PDF File)
Realize Your Rights Guide
(Adobe PDF File)
7 Steps To Financial Fitness
(Adobe PDF File)