Marketing Resources for CFA Charterholders

On 4 March 2019, CFA Institute launched The Right Question campaign, a multiyear effort to increase awareness of CFA® charterholders among high-net-worth investors (HNWIs) in the United States and Canada. 

Stand out as part of this multifaceted marketing effort by adding your CFA designation to your LinkedIn profile. Also learn how we are driving HNWIs to see the value of hiring a CFA charterholder for their private wealth investment needs.

See the campaign in action

Tools to Share in Market

As part of The Right Question campaign, we have created marketing materials you can use to promote your own investment practice. By downloading these materials, you agree to our terms and conditions as supplemented by these additional terms. Member log in required.

thumbnail of the five w's PDF

Gain a high-level understanding of the campaign.

Discover the Five Ws: The Right Question Marketing Campaign (PDF)

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