Annual Reports

View the 2012 Annual Report

Fiscal year 2012 was a time of reflection and planning for the future as we completed our Vision 2012 Strategy and initiated our 2015-2022 strategic plan. We celebrated the 50th anniversary of the CFA Program and our Code of Ethics and Standards of Professional Conduct, and prepared to launch a new education program – the Claritas™ Investment Certificate.

Our members continue to be concerned about the state of the financial industry. Our strategy now emphasizes a broader mission, a bolder voice, and a bigger community to help restore trust in financial markets. The broader mission, which now includes a focus on leading our profession for the ultimate benefit of society, has us looking beyond perceived limitations to how the finance profession can serve the greater good.

The management discussion and analysis, as well as the financials, demonstrate that CFA Institute remains a vital force in the investment industry. View the 2012 Annual Report.

Archived Reports

2011 Annual Report

2010 Annual Report (PDF)

2009 Annual Report (PDF)

2008 Annual Report (PDF)

2007 Annual Report (PDF)