Due to scheduled website maintenance, some services may be interrupted temporarily Thursday and Friday, 24–25 October. In addition, cfainstitute.org will be offline Friday, 25 October, from 5:00 p.m. to 9:00 p.m. ET.

Corporate Documents & Policies

Find legal policies and guidelines for copyright use, privacy, sales tax, doing business with CFA Institute and more.

Corporate Documents

Articles of Incorporation and Bylaws (PDF)
Guiding Principles for Setting the CFA Examination Minimum Passing Score (MPS) (PDF)
Additional Educational Designations and Certification Guiding Principles (PDF)
Code of Conduct for CFA Institute Governors (PDF)
Conflict of Interest Policy (PDF)
Policy on Raising Concerns (PDF)
Engagement Conduct Policy (PDF)
Conference Terms and Conditions (PDF)

Policies

We’re using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.