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Future of Finance

Future of Finance develops CFA Institute thought leadership to help shape a more trustworthy, forward-thinking investment profession that better serves society. Our focus is on opportunities for change, and our goal is to motivate and empower the world of finance to become an environment where investor interests come first, markets function at their best, and economies grow.

In addition to leveraging our global network of members, the Future of Finance works with a distinguished advisory council and a content council of industry leaders who provide input for projects and share our ideas throughout the investment community.

Featured Study: Investment Firm of the Future

The Investment Firm of the Future report explores five business models and how they must shift to address changes in the investment profession over the next 5-10 years.

The Next Generation  of Trust report cover image

Explore the data, models, and narratives

Thought Leadership

Our resources help you stay informed about important trends and industry developments:


Tools to Promote Professionals

Equip your clients to participate more fully in their financial future:

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