Mission & Vision
It is only through transparent, ethical, and truly accountable service that finance contributes to the ultimate benefit of society.
It’s not enough to say we’re committed to our clients, firms, and communities — we need to demonstrate that commitment.
Our fiscal year 2019 Annual Report covers key initiatives throughout the organization and presents our financial results. In it, we detail new milestones in terms of candidates, charterholders, members, and societies.
About CFA Institute
In an industry that struggles to define itself, the institutions and individuals that CFA Institute serve stand for building a better world for investors.