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

The Annual Meeting of Members was held on Wednesday, 31 July 2024 at 8:00am Eastern Daylight Time.

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

• Vote Summary & Final Results
• Event Recording
• AMM Agenda, Rules & Procedure
• Slide Deck
• 2024 Proxy Statement

Please see FY2024 Proxy Statement and Annual Meeting of Members Agenda and Rules of Procedure for more information.

Proxy Statements

• FY2024 Proxy Statement
• FY2023 Proxy Statement
• FY2022 Proxy Statement

The FY2024 Board of Governor application period is now closed. The FY2025 application form will be available in the fall of 2024. If you have any questions about the CFA Institute Board of Governors application process, or would like to recommend a qualified candidate in the interim, please contact our Associate Manager at [email protected].

• Board of Governors Nominations Process

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.

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

• CFA Institute Articles of Incorporation
• CFA Institute Bylaws
• Code of Conduct for CFA Institute Governors
• CFA Institute Inspirational Leader Award
• Conflict of Interest Policy
• Open Reporting Policy
• Openness and Transparency Policy
• Additional Educational Designations and Certification Guiding Principles
• Volunteer and Non-Employee Handbook

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.

• Audit and Finance Committee
• Executive Committee
• Governance Committee
• Nominating Committee
• People and Culture Committee
• Risk Committee
• Society Partnership Advisory Council

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.