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Notices

Set the Standard

We are CFA Institute. We believe the best minds can change the world and that’s why, for over 75 years, we’ve given professionals the opportunities and support to lead the finance industry, ultimately protecting investors, markets and society.

Because the future of finance depends on the standards of the professionals ready to lead it.

Our vision

Empowering the investment industry to realize the world’s greatest possibilities.

Anchored in our commitment to learning, research, membership, and standards, we support continued progress in our industry.

Learning

Our education supports professionals at every stage of their careers – from new graduates to experienced, senior leaders.

Membership

Our global membership offers a welcoming community that helps you grow professionally.

Standards

Our ethical standards protect investors, markets and society.

Our mission

To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

CFA charterholder

"I am confident I’m at the cutting edge of my profession”

See the value of the ongoing learning we provide at every stage of a finance career.

“Research plays a vital role for our professionals”

The value of objective, evidence-based research for the profession.

Rhodri Preece
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“My career wouldn’t look the way it does without the community alongside me”

CFA® charterholders and members share how belonging to a global community inspires, supports, and guides their professional journey.

“Finance only works when trust is present”

Why ethics is foundational to the profession. 

Mona Naqvi

Our history

CFA Institute’s history reflects its evolution from a small professional community into a global leader in investment ethics and education.