Building Our Brand

Let’s Measure Up™

CFA Institute is taking a leadership role in helping to facilitate the future of wealth management. No investment professional is in a better position to claim the higher ground than the CFA® charterholder. As your professional body, CFA Institute is making investments in new tools and resources to help CFA charterholders tell this story.

CFA Institute and 149 CFA Societies® worldwide are working together to globally advance the investment management profession on behalf of our members.

Research and Thought Leadership

We are being proactive in our thought leadership to help you differentiate your value proposition, explore alternative business models, and better understand your client needs.

We ignited this work with our recent groundbreaking research and two insightful thought leadership white papers on The Value of Premium Wealth Management:

The Value of Premium Wealth Management Infographic

View the infographic (PDF)

Marketing and Brand Awareness

We are raising the volume of the CFA distinction through a new brand campaign that will target high-net-worth investors in concentrated markets. Investors will now know that as a CFA charterholder, you are a distinguished wealth professional held to the highest standards in the industry.

Explore our brand campaign

Join the Conversation

Follow @CFAwealth on Twitter

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.