Building Our BrandLet’s Measure Up™
CFA Institute is taking a leadership role in helping to facilitate the future of wealth management. No investment professional is in a better position to claim the higher ground than the CFA® charterholder. As your professional body, CFA Institute is making investments in new tools and resources to help CFA charterholders tell this story.
CFA Institute and 149 CFA Societies® worldwide are working together to globally advance the investment management profession on behalf of our members.
Research and Thought Leadership
We are being proactive in our thought leadership to help you differentiate your value proposition, explore alternative business models, and better understand your client needs.
We ignited this work with our recent groundbreaking research and two insightful thought leadership white papers on The Value of Premium Wealth Management:
For AdvisersRead the full report (PDF)
For InvestorsRead the full report (PDF)
The Value of Premium Wealth Management InfographicView the infographic (PDF)
Marketing and Brand Awareness
We are raising the volume of the CFA distinction through a new brand campaign that will target high-net-worth investors in concentrated markets. Investors will now know that as a CFA charterholder, you are a distinguished wealth professional held to the highest standards in the industry.