Our purpose
We believe the best minds can change the world.
Which is why, for over 75 years, we’ve supported investment professionals to excel and to lead a profession that works for the ultimate benefit of society.
The flow of financial capital underpins the global economy and the long-term health of society, and the returns from invested capital fuel economic growth and prosperity for billions around the world. So investment professionals understand that finance is both a force for good and profit.
Standing alongside our professionals around the world, our work is guided by four principles.
We turn learning into leading
Our learning programs provide everyone, regardless of education or background, with the opportunity to learn new skills when they want, to forge their own career path, and to shape and lead our industry.
We turn principles into practice
Our standards and policies provide ethical benchmarks for the industry. They protect investors, markets, and society and ensure investment professionals have a framework to uphold fiduciary duty.
We turn networks into connections
Our global community of over 200,000 members in 160 markets represents an incredibly powerful resource for meaningful professional growth and collaboration.
We turn complexity into clarity
Our world-class research helps the industry make sense of highly complex topics and, crucially, what those changes mean for clients and financial organizations.
We do the work we do because the future of finance depends on the standards of the professionals ready to lead it. Set the standard.
Learn more about CFA Institute
Who we are
Turn learning into leading
For over 75 years, we've given professionals the opportunities and support to lead the finance industry.
Our history
From the 1940's to today
Explore our unique history, from our beginnings in the 1940s to our leading global position today.
