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:
Member Assets Toolkit
An instructional guide on how to customize The Right Question campaign with your firm's name, logo, and URL across various marketing assets.
The Right Question Campaign Playbook
Background on the campaign strategy and media approach and give you ways to leverage it in your own marketing efforts.
Social Media Assets
Branded images sized for posts on LinkedIn, Instagram, and Twitter.
Branded images to use on your website.
Half-page and quarter-page print advertisements.
Digital Banner Ads
Digital advertisements in six standard sizes.
Resources Ready to Use:
Why Hire a CFA Charterholder? (PDF)
One-page overview of the value of the CFA charter.
Research and Articles
Download and share the latest research and articles from The Right Question campaign.
Videos from The Right Question campaign, including "Why Hire a CFA Charterholder"
The Right Question Notebook
Order an eco-friendly journal with imagery from The Right Question campaign from shop.cfainstitute.org