Each May, CFA Institute members join together to build awareness around the importance of putting clients first. By supporting Putting Investors First Month, we want to inspire our community to make a real impact and foster a market environment where both investment professionals and investors can thrive.
Statement of Investor Rights: Share the 10 things investors should expect from their financial services providers.
Find an event near you: Last May, societies representing more than 85,000 CFA Institute members participated in local activities that called attention to the needs and rights of investors. Contact your local CFA society to find out about this year's Putting Investors First Month events.
From Trust to Loyalty: A Global Investor Trust Study: Edelman and CFA Institute partnered to survey the level of trust in the industry.
Asset Manager Code of Professional Conduct: Over 1,000 firms from more than 30 different countries who have adopted the code and committed to ethical principles that put clients first. Is your firm one of them?
The Integrity List: Fifty ways to restore trust in the investment profession.
Our Other Areas of Focus
Make a Difference Individually
Make a Difference Collectively