Annual Report

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2018 Annual Report

Fiscal year 2018 represented another strong year for CFA Institute, one marked by a record number of CFA^® Program candidates, CFA charterholders, and CFA Institute members; the addition of new member societies; significant organizational progress; and a growing presence as the leading voice of investment management professionals.

Developing Future Professionals
through relevant and accessible credentialing programs
Delivering Member Value
that accelerates our members’ professional success
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

FY19 Proxy Statement & Notice of Annual Meeting of Members

Read the proxy statement (PDF)