Set the Standard
Our purpose
For over 75 years, we’ve supported investment professionals to excel and to lead a profession that works for the ultimate benefit of society.
Our history
CFA Institute’s history reflects its evolution from a small professional community into a global leader in investment ethics and education.
Our vision
Empowering the investment industry to realize the world’s greatest possibilities.
“Clients demand faster responses, they expect transparency, they want outcomes”
Investment Trends in Asia Pacific: Growth, Skills, and Policy Impact
"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.
"Those working in the financial system are hungry for opportunity, CFA Institute sits in the middle of it all"
A varied career and a cornerstone of trust facilitated by CFA Institute
“We are helping employers to understand their skills requirements today and tomorrow through our thought leadership and insight"
GCCs and GDP growth are fueling the rapid expansion of India’s investment industry
"A certificate from CFA Institute gives people confidence in your ability and level of knowledge"
Lifelong learning drives career agility
“Finance only works when trust is present”
Why ethics is foundational to the profession.
"I can contribute back to the CFA Society and membership in Hong Kong. And that’s something that’s very fulfilling”
Finance careers: Skills, paths, and real-world advice
“Research plays a vital role for our professionals”
The value of objective, evidence-based research for the profession.
“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.
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.
Learning
Our education supports professionals at every stage of their careers – from new graduates to experienced, senior leaders.
Research
Our rigorous research covers the topics you need to understand – and help shape – the investment industry.
Membership
Our global membership offers a welcoming community that helps you grow professionally.