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Governance

CFA Institute, a 501(c)6 organization incorporated in the state of Virginia, and its Board of Governors are committed to upholding a high standard of governance in the US not-for-profit sector and aspire to align the organization’s public disclosure practices with US public company standards wherever practical and reasonable. We believe a philosophy of candor and transparency is the key to facilitating a relationship of trust with our constituents and the public at large.

This page, along with the Annual Reports and 990s, will provide you with ease of access to our disclosure documents and insight into our corporate governance practices and policies. If you have any questions or want more information, please email our Corporate Secretary at [email protected]

open book on a desk in a classoom

Leadership

Learn more about the CFA Institute Board of Governors and Leadership Team on our Leadership page.

2022 Annual Meeting of Members

The Annual Meeting of Members was held on Thursday, 14 July from 8-10:30 am Eastern Daylight Time.

To review the event and related reference materials, please view the following:

 

Proxy Statements

Board of Governor Application Process

The FY2023 application window for the three-year term, beginning 1 September 2022, has closed. The Nominating Committee solicits for new candidate recommendations throughout the year on a rolling basis. Any Governor application forms submitted prior to 31 October 2022 will be considered for the FY2024 new Governor process. If you, or someone you know, meets one or more of the below criteria please encourage them complete the Governor Application Form

If you would like to nominate an individual for the CFA Institute Board of Governors, please submit their name and email address to [email protected].

Past Chairs of CFA Institute

View the list of individuals who have previously served as the Chair of the CFA Institute Board of Governors on the Past Chairs of CFA Institute page.

Annual Reports and 990s

Learn more about CFA Institute by visiting our Annual Reports and 990s page.

Corporate Governance

Board Committees

The Board of Governors serves in a variety of roles critical to the governance of CFA Institute and utilizes the following committees to assist with the fulfillment of its oversight functions.

Committees & Councils

Beyond the Board Committees, there are many other ways our members serve the profession, participation on the governing bodies that direct key initiatives at CFA Institute is an essential contribution.

See Committees & Councils

CFA Institute Policies