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  • Candidates registering for the June 2019 CFA Program exam may experience a delay of several days before receiving their confirmation email and curriculum ebook access. We apologize and request your patience.

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Advocacy Monthly Report Cover Image

Global Advocacy News and Impact (PDF)

Year-end report on global advocacy efforts and achievements. As CFA Institute begins a new fiscal year, we review our most important areas of work to show you where we are on each issue and to highlight our successes. For each area, we provide a summary of the project and our position, a current update, and thoughts on our anticipated efforts moving forward.

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Americas Policy Briefing Book (PDF)

Spring 2018: This report presents our comment letters to regulators regarding capital markets and investment issues and includes our remarks on regulations and regulatory proposals that we deem important. It also provides examples of content that elucidate our position and outlook on these matters.

MiFID II: A New Paradigm for Investment Research Report Cover Image

MiFID II: A New Paradigm for Investment Research (PDF)

Investment research is set to change dramatically in Europe. Under MiFID II, brokers will have to establish a price for investment research separately from execution services. This report, based on a survey of members in Europe, explores expectations of buy-side professionals regarding these issues.

Our Positions

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