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Quote from Rana Atallah, CFA
Codes, Standards & Guidelines Acting on Our Mission

Promoting high standards of ethics, integrity, and professional excellence is at the core of our mission at CFA Institute. We do that with our codes, best practice guidelines, and standards, which guide the investment industry and place clients' interests first.

The foundation of our work is the Code of Ethics and Standards of Professional Conduct (Code and Standards).

Our other standards and guidelines further strengthen the industry with focused recommendations in key areas, such as investment performance and research objectivity. Our research informs investors and offers best practices on industry issues. In addition we provide answers to questions on the ethical dimension of the market crisis.

Newly Released Standards of Practice Handbook, 10th Edition
The latest edition of the Standards of Practice Handbook offers enhanced guidance and examples reflecting the market crisis of the first decade of this century and its related impact on the investment profession. With an eye toward the growing diversity of the CFA Institute membership and candidate base, several enhancements were made to increase the ease of use and improve the readability of the Handbook.