Copyright Permissions and Reprints

These materials include CFA Institute program materials, journal articles, promotional materials, educational products, and other publications in print and on the internet. Anyone who wishes to use or reprint such materials must request permission from CFA Institute.

• For immediate copyright permission to photocopy or electronically post or distribute CFA Institute material, request permission from the Copyright Clearance Center. Get permission to use works for:

  • General use
  • Corporate use
  • Academic use

• For copyright permission for content contained within the CFA Institute Investment Series (Managing Investment Portfolios, Equity Asset Valuation, Fixed Income Analysis, and Quantitative Investment Analysis), contact Wiley.

• For all other copyright permission requests, request permission from the Copyright Clearance Center.

• Permissions Tips 
  A representative at the Copyright Clearance Center will refer your request to CFA Institute if they cannot handle it. When the copyright is held by someone other than CFA Institute, we are not able to grant permission to reprint. If the material was originally published elsewhere, please request permission from the copyright holder, who is identified in the credit lines or source notations.

For Credentialing Programs copyright permissions (to include CFA^® Program, CIPM^® Program, and CFA Institute Certificate in ESG Investing  curriculum content such as Readings, Learning Outcome Statements, and End of Reading Questions), please review the following information for eligibility. After reviewing the information and if still interested, please complete the Credentialing Programs Copyright Permissions Request Form and return the completed form to [email protected]. Please allow at least two weeks to process this request.

• Universities who are in the CFA Institute University Affiliation Program
• CFA Institute Approved Prep Providers
• "Friends of CFA Institute"
• Council of Examiners members, committee members, curriculum writers, curriculum question writers, graders
• If the member is one of the above “Friends of CFA Institute” groups, it is acceptable if they are representing a university that is not in the University Affiliation Program

Material may include:

• CFA Institute Code of Ethics and Standards of Professional Conduct
• CFA Institute Global Investment Performance Standards (GIPS^®)
• CFA Institute Asset Manager Code of Professional Conduct
• CFA Program, CIPM Program, and/or Certificate in ESG Investing curriculum content (Readings)
• CFA Program, CIPM Program, and/or Certificate in ESG Investing curriculum content (End of Reading/Chapter Questions) (available to Approved Prep Providers only)
• Learning Outcome Statements (available to Approved Prep Providers only)
• Previous Years’ Level III essay questions and answers (available to Approved Prep Providers only)

Permissions include:

• Material may be printed, annotated, and distributed; and/or projected in a PowerPoint for use in live training sessions
• Material may be posted on a password-protected website for enrolled students

Restrictions include:

• Material should not be posted on any online programs with free open access given to the public
• Previous year’s Level III essay questions and answers should not be incorporated into any mock exam, question bank, or study materials, and not sold in any form with or without annotation. Items should not be reproduced in webcasts, video, or other media without separate, specific permission from CFA Institute.

• Copyright year, material (Reading Name, etc.) name, material (Reading Author, etc.) author(s)

• Fees, if any, provided after request form received and before permissions agreement is generated

As an author who has assigned your copyright to CFA Institute*, you are permitted the following uses without obtaining specific permission from CFA Institute:

• linking to the article published on our website;
• making copies of the article for your personal use;
• republishing a figure/table/excerpt from the article in a book, presentation, annual report, or brochure/pamphlet provided the information is properly cited and referenced; and
• including the article in full or in part in a thesis or dissertation (provided that it is not to be published commercially) as long as the material is properly cited and reference