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Marketing Resources for CFA Charterholders

Promote your investment practice with marketing and advertising materials designed to highlight your expertise, dedication, and commitment as a CFA® charterholder—and build your brand.

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Why Hire a Charterholder?

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As a charterholder, you have proven you have the skills and commitment to measure up to your clients' needs and the demands of a changing world. Download and distribute Why Hire a Charterholder (PDF) to explain your value and market yourself as a premier investment management professional to potential clients.

Download Why Hire a Charterholder (PDF)

Build Your Brand

Take advantage of these resources, including social media assets and videos, to drive brand awareness, convey the advantages of working with a CFA charterholder, and support your next conversation with a high-net-worth investor. Download your custom marketing materials to grow your book of business today.

Member login may be required. By downloading these materials, you agree to our terms and conditions as supplemented by these additional terms. Before using these resources, consult with your compliance or legal department to be sure that these materials comply with governing laws and regulations.

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    Member Assets Toolkit

    An instructional guide on how to customize The Right Question campaign with your firm's name, logo, and URL across various marketing assets.

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    Social Media Assets

    Branded images sized for your LinkedIn, Instagram, and Twitter posts.

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    Website Banners

    Branded images to post on your website.

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    Print Ads

    Half-page and quarter-page print-ready advertisements.

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    Digital Banner Ads

    Digital advertisements in six standard sizes.

Let's Measure Up

See how we promote the impact CFA charterholders like you are making on the industry—and how we encourage firms and investors to demand charterholders.

Let's Measure Up

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