Develop Your Business For members in private wealth management, we offer these tools to help you attract new clients

Design 1
Brochure, Pitchbook, and Mailer Templates

Our professionally designed and customizable templates are designed to work well together or individually. Each template includes language explaining value of the CFA charter and provides guidance on how best to position your firm. Templates are available in two design options (8.5" x 11" paper size), and include guidelines to help you customize your materials.

Note: To download these tools you must have Microsoft Office 97, or a later version, including Microsoft Word and PowerPoint.

If you have questions, read the guidelines and download instructions below.

Guidelines and Instructions