Annual Report
2019 Annual Report
Read the report (PDF)Our fiscal year 2019 Annual Report covers key initiatives throughout the organization and presents our financial results. In it, we detail new milestones in terms of candidates, charterholders, members, and societies.
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Developing Future Professionals
through relevant and accessible credentialing programs
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Delivering Member Value
that accelerates our members’ professional success
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Building Market Integrity
that benefits investors and our members who serve them
CFA Institute is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. An integral part of our mission is to build market integrity and guide the investment profession through our code of ethics, best practice guidelines, and standards of professional conduct.
Previous Annual Reports
- 2018 Annual Report (PDF)
- 2017 Annual Report (PDF)
- 2016 Annual Report (PDF)
- 2015 Annual Report (PDF)
- 2014 Annual Report (PDF)
- 2013 Annual Report (PDF)
2019 Proxy Statement
FY19 Proxy Statement & Notice of Annual Meeting of Members
Read the proxy statement (PDF)