Annual Report

In fiscal year 2017 (FY2017), we completed the first year of our three-year strategy. This strategy, fully aligned with our mission, was developed to better address the complexity of our global footprint and reflect our member demographics. The strategy focuses on:

  • Developing Future Professionals through relevant and accessible credentialing programs;
  • Delivering Member Value that accelerates our members’ professional success, and;
  • Building Market Integrity that benefits investors and our members who serve them.

Throughout FY2017, we continued to see record numbers of CFA Program administrations. Our membership rose to 156,800, with member societies growing and taking advantage of a broad range of resources to help them be the standard bearers of our shared mission in the communities they serve. CFA Institute codes, best practice guidelines, and standards continued to guide the investment industry.

For more information about our initiatives, programs and financial performance in FY2017, please read the 2017 Annual Report (PDF).

We also encourage you to read the 2017 CFA Institute Proxy Statement and Member Report, which provides robust information about corporate governance, compensation practices, and our first ever member report.