Mission & Vision Mission: To lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.
In advancing our mission, we are dedicated to building a CFA Institute that:
- All serious investment professionals aspire to be a part of
- Investment professionals go to first when seeking credentials and continuing education
- Leads the industry’s thinking in the area of ethics, integrity, and excellence of practice
- Partners with its network of strong societies to deliver on the mission
- Forever derives its strength and energy from its highly qualified volunteers and professional staff
Our vision: Fair and efficient global financial markets.
Our vision builds on our beliefs that:
- Financial markets should be equitable, free, and efficient so that every investor has a chance to earn a fair return
- The interests of the ultimate investor must take precedence over the interests of all other market participants
- High ethical principles and self-regulatory standards are as important to market efficiency and fairness as rules and regulations