Case studies on collaborations and partnerships
CFA Institute collaborates with leading organizations to advance professional standards and empower investment teams with globally recognized credentials. These partnerships reflect a shared commitment to ethics, sustainability, and long-term value creation.
AIA: Embedding a Sustainability-Focused Mindset at AIA
AIA recognizes that the planet's health is inextricably linked to the wellbeing of the communities it serves. This case study demonstrates how the company incorporates climate action and net-zero commitments into all levels of its organization and how the CFA Institute Sustainable Investing Certificate played a part in its climate transition plan.
CMDF: Joining forces to strengthen Thailand’s capital market
The Thailand Capital Market Development Fund (CMDF) emphasizes that financial literacy and global qualifications for investment professionals are essential for the capital market. This case study shows how CMDF, CFA Institute, and CFA Society Thailand collaborate to enhance Thailand’s financial landscape.
Deloitte: How Deloitte is committed to sustainability and employee development
Deloitte China recognizes that continuous learning is essential for financial professionals navigating sustainability challenges. Responding to rising client demand, Deloitte embeds a sustainability mindset, and has partnered with CFA Institute for employee upskilling—strengthening capabilities across Hong Kong SAR and Chinese mainland.
ICBC (Asia): Driving Sustainable Growth: ICBC (Asia)'s Vision for the Future
ICBC (Asia) addresses strategic challenges in the evolving financial sector by promoting sustainable growth and innovative technologies. This case study explains why partnerships with CFA Institute enhance talent development and support professional growth.
