The Board of Governors is the highest governing authority of CFA Institute, and is responsible for defining its vision, mission, and strategies. It works in conjunction with the Leadership Team, which comprises the President and CEO, and other executives who manage divisions within CFA Institute.
In keeping with our goals of promoting accountability and integrity in financial markets, we strive to communicate our mission, strategies, and operations as clearly and openly as possible.
Reports, Documents, and Policies
Three Year Strategic Plan (PDF)
Read our plan for advancing the investment management profession in the communities we serve.
View our latest online, multimedia annual report where our leadership team presents its 10-year strategic plan.
Corporate Documents & Policies
Find documents and policies for CFA Institute, CFA Program, and the CIPM Program (e.g., corporate bylaws, exam guidelines and rules, trademark usage).