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Annual Report

2017 Annual Report

Read the report (PDF)

In fiscal year 2017 (FY2017), we completed the first year of our three-year strategy. This strategy, fully aligned with our mission, was developed to better address the complexity of our global footprint and reflect our member demographics. The strategy focuses on:

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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

Throughout FY2017, we continued to see record numbers of CFA Program administrations. Our membership rose to 156,800, with member societies growing and taking advantage of a broad range of resources to help them be the standard bearers of our shared mission in the communities they serve. CFA Institute codes, best practice guidelines, and standards continued to guide the investment industry.

Previous Annual Reports

  • 2016 Annual Report (PDF)
  • 2015 Annual Report (PDF)
  • 2014 Annual Report (PDF)
  • 2013 Annual Report (PDF)
  • 2018 Proxy Statement

    FY18 Proxy Statement & Notice of Annual Meeting of Members

    Read the proxy statement (PDF)

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