Marketing Resources for CFA Charterholders

Have you joined The Right Question campaign yet?

CFA charterholders are the smarter choice for wealth management. We know it, and we're committed to making sure that high-net-worth investors (HNWIs) know it, too. The Right Question is a long-term, multiyear marketing and advertising campaign designed to drive awareness of the advantages of working with a CFA charterholder. As part of the campaign, we have created marketing materials you can use to promote your own investment practice. Get started today!

Note before you download:

Member log in may be required. By downloading these materials, you agree to our terms and conditions as supplemented by these additional terms. Before using these resources, consult with your compliance or legal department to be sure that these materials comply with governing laws and regulations.

Resources You Can Adapt:

Resources Ready to Use:

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.