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Annual Report

2019 Annual Report

Read the report (PDF)

NOTE: The annual report PDF works best downloaded versus being viewed in a web browser. If you have problems with the PDF try downloading it and then opening in Adobe Acrobat/Read.

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.

  • certificate icon
    Developing Future Professionals

    through relevant and accessible credentialing programs

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    Delivering Member Value

    that accelerates our members’ professional success

  • three people icon
    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

2019 Proxy Statement

FY20 Proxy Statement & Notice of Annual Meeting of Members

Read the proxy statement (PDF)