Prep Provider Guidelines Program

This voluntary program was developed by CFA Institute to provide enhanced communications to prep providers that will translate into more accurate messages to candidates about the educational purpose and principles of the CFA Program.

The goals of the Guidelines Program are:

• To improve overall communications to candidates and potential candidates about the value and educational rigor of the CFA Program
• To provide informational service benefits for prep providers to stay current regarding candidate trends and operational changes in the structure of the CFA Program
• To ensure uniform compliance with high standards of communication regarding the supplemental role of prep provider products in candidate exam preparation

Interested in participating in the Guidelines Program?

• Read the program manual (PDF) for details about the benefits and requirements of participation
• Submit a completed program application (PDF), including product and service documentation, to us for review

Still have questions? Check the Frequently Asked Questions or contact us.