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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)