Let's Measure Up.

Let's build a better world for investors.

Our profession is responsible for managing trillions of dollars on behalf of investors around the world. This responsibility comes with a large duty—to always place our clients’ interests above our own.

Our value to workers, retirees, communities, and others should be undeniable. We must prove that value, not only by helping our clients achieve their goals but also by being open and honest about the risks, benefits, and costs of the services we provide. When we make investing more relatable, more transparent, and more client-led, our industry will achieve greater success.

Let’s not forget that the purpose of finance is, and always should be, to increase wealth and well-being. But it isn’t enough to say that we are committed to doing so. We need to demonstrate that commitment by putting investors first. When we lead with honesty and transparency, clients will trust us to guide their financial choices. Not only will we have reclaimed confidence in our profession, we will recover our purpose, and society as a whole will benefit.

So let’s build a better world for investors. Let’s start right now.

Let’s measure up.


Paul Smith, CFA

President and CEO, CFA Institute


The Future State of the Investment Profession

Reaching towards better outcomes for our investors, our industry, and our communities.

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A New Way Forward

A report highlighting the role of CFA Institute in developing the future of wealth management.

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The Benefits of Hiring a Charterholder

How CFA charterholders measure up. Learn more (PDF)

Gender Diversity in Investment Management

How to close the gender gap within the finance industry.

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Socially Responsible Investing

How socially responsible investing adds value to both your community and your career.

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Discovering Phi

How our clients benefit from a performance and purpose-driven culture.

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Continuing Education

Commit to furthering your knowledge, skills, and ability to serve your clients.

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Around the World

See how CFA Institute plays an active role in your community and around the world.