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CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. We demonstrate our commitment to our clients, firms and communities.

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As the global association of investment professionals, CFA Institute sets the standard for professional excellence and credentials. We champion ethical behavior in investment markets and serve as the leading source of learning and research for the investment industry. We believe in fostering an environment where investors’ interests come first, markets function at their best, and economies grow. Spanning nearly 200,000 charterholders worldwide across 160 markets, CFA Institute has 10 offices and 160 local societies. 

Find us at www.cfainstitute.org or follow us on LinkedIn and X at @CFAInstitute.

 

Certificates:

Standards:

Industry Codes and Standards | CFA Institute Research & Policy Center
 

Global Investment Performance Standards (GIPS)
 

Diversity, Equity, & Inclusion Code US|CAN|UK
 

Global ESG Disclosure Standards for Investment Products | CFA Institute
 

Asset Manager Code | CFA Institute Research & Policy Center
 

Code of Ethics and Standards of Professional Conduct

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