Putting Investors First

Each May, CFA Institute members join together to build awareness around the importance of putting clients first. This annual event inspires our community to make a real impact and to foster a market environment where both investment professionals and investors can thrive.

Join the Movement

Statement of Investor Rights: 10 things investors should expect from their financial services providers.

The Integrity List: Fifty ways to restore trust in the investment profession.

Society Events: Each May, CFA Institute members participate in local activities that call attention to the needs and rights of investors. Contact your local CFA society to find out about next year's Putting Investors First Month events.