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)
- Volunteer and Non-Employee Handbook (PDF)