Marketing Tools Resources to market your business

In our highly competitive investment industry, CFA Institute members stand out because of the strong reputation of the CFA designation. Be sure your private clients, employers, and the media know what you have achieved in earning this designation and what investors should look for in an adviser. Use these templates and talking points to promote the values you share as a CFA member – ethical investing, smart and knowledgeable investing, and professional excellence.

Templates Public Awareness Resources

These talking points are a guide for messages that resonate with investors.

Forbes/CFA Institute Investment Course
This book is targeted toward retail investors who want to become more actively involved in the management of their portfolios. The companion website contains quizzes, articles, webcasts, and other supplemental material highlighted in the “Investment Insight” callout boxes in the book.

You can customize the Forbes/CFA Institute Investment Course book with your logo, custom chapter booklets, digital downloads, and more. Learn more about how to personalize your investor education outreach (PDF).