Corporate Documents & Policies CFA Institute provides legal policies and guidelines for copyright and trademark use, privacy, certificate programs, sales tax, and more. Governance Documents Articles of Incorporation and Bylaws (PDF) Additional Educational Designations and Certification Guiding Principles (PDF) Guiding Principles for Setting the CFA Examination Minimum Passing Score (PDF) Investment Policy Statement (PDF) Financial Reporting Principles (PDF) Policies Browse by topics Select Policy Topic CFA Institute CFA Program CIPM Program