Executive Update

Tom Robinson, CFA
Managing Director, Education Division

Vantage Point: Spheres of Influence

As investment professionals, we look for opportunities to expand our professional sphere of influence. One of the best ways to do this is to acquire and share knowledge. By expanding our knowledge we improve our options to advance our careers, and clients and employers take notice. That is why CFA Institute offers learning programs for investment professionals with diverse interests who wish to acquire or sharpen their knowledge and skills and share their knowledge with others. Below are several recent developments that may help expand your sphere of influence with CFA Institute and with key stakeholders in your business and career.
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December 2009

CFA Program
Update on December Exams
Over 60,000 candidates were scheduled to take the Level I CFA exam in 55 cities around the world on 5 and 6 December 2009. Managing the complex and high-security logistics is something CFA Institute takes very seriously, and we are pleased to report a successful administration.
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CFA Institute Centre News
Senior Staff Represent Member Views
Throughout the fall, the pace of financial market reform has continued unabated. In the United States, Congress has introduced several bills and CFA Institute Centre for Financial Market Integrity staff have visited Capitol Hill multiple times to present member views and urge reforms that represent investor interests. Centre staff, including James Allen, CFA, head, Capital Markets Policy, and Centre managing director Kurt Schacht, CFA, have provided testimony and background information to several committees on issues ranging from fiduciary duty laws to credit-rating agency reforms. Most recently, CFA Institute staff accompanied former U.S. SEC chairman Bill Donaldson, CFA, and Ira Millstein of Yale University to meet with key U.S. Senate Banking Committee members and staff who are reviewing systemic risk provisions in the reform legislation introduced by Senator Christopher Dodd. Several of these provisions represent key parts of our recent advocacy work and are consistent with both the views of our members (PDF) and recommendations made last July by the U.S. Investors' Working Group.
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Organization News
John Rogers Interviewed about Ethics
On 15 October, CFA Institute president and CEO John Rogers, CFA, was interviewed on the Market Morning Show on Toronto’s Business News Network (BNN). He answered questions about ethics and integrity in the financial industry and talked about the Financial Market Integrity (FMI) Index and the CFA Program. Click here to view the interview.

2009 Annual Report Now Available
The CFA Institute Annual Report 2009 is now available on our website. This year, content is organized around our Vision 2012 organizational strategy and objectives. Separate Management Discussion and Analysis and XBRL files are also available. Printed copies of the annual report are expected by the end of the year.

As always, we are here to serve you and are interested in your perspective. To share your comments or concerns, feel free to send an e-mail directly to me.

John Rogers, CFA
President and CEO
CFA Institute