CFA Institute






NEW! CFA INSTITUTE CONFERENCE: WOMEN IN INVESTMENT MANAGEMENT

The 2015 CFA Institute Women in Investment Management conference aims to promote career advancement and leadership in the investment profession and provide relevant and timely strategies for each stage of an investment career. Learn more...




PROGRAMS


CFA® Program


The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge you need in today’s investment industry. It also emphasizes the highest ethical and professional standards. Learn more...

CIPM® Program


The Certificate in Investment Performance Measurement (CIPM) Program from CFA Institute is the industry’s only investment performance and risk-evaluation credential. CIPM candidates learn practice-based approaches to performance measurement, manager selection, attribution, risk evaluation, ethics, communication and reporting. The CIPM designation will set you apart as a deeply knowledgeable investment performance professional committed to your clients’ best interests and your firm’s success. Learn more...



CFA Institute Investment Foundations


Formerly Claritas, the CFA Institute Investment Foundations certificate program provides a foundational level of education aimed at increasing knowledge and understanding of the investment industry for the many professtional disciplines within financial services, including consultancy, compliance, marketing and sales, legal, HR, IT, and operations.  Learn more...




CODES, STANDARDS & GUIDELINES


Standards of Practice Handbook, Eleventh Edition (effective 1 July 2014)


The eleventh edition of the Standards of Practice Handbook contains the CFA Institute Code of Ethics and Standards of Professional Conduct with related guidance and examples illustrating application of the Standards in the day-to-day professional activities of members and candidates. The eleventh edition guidance and provisions are effective 1 July 2014. Read now...

NEW! Code of Ethics and Standards of Professional Conduct


The Code of Ethics and Standards of Professional Conduct were updated during the most recent review of the Standards of Practice Handbook  Read now...

Asset Manager Code of Professional Conduct


The CFA Institute Asset Manager Code of Professional Conduct is the global standard of conduct for investment managers to affirm their commitment to ethical principles that put client interests first. Learn more...

PUBLICATIONS


Future of Finance


The Future of Finance project is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. Learn more...



Ethical Mindfulness: A Guide For New Financial Services Professionals


This guide is meant to help you make the transition into the financial services world while staying true to your ethical bearings.  Read now...

Introducing the Guidance to Effective Investment Reporting (EIR)


Introducing the Guidance to Effective Investment Reporting (EIR) which follows the release of the Principles of Investment Reporting under the Transparency and Fairness area of Future of Finance.  Read now...

A Crisis of Culture Report


CFA Institute has sponsored a special report by The Economist Intelligence Unit - A Crisis of Culture: Valuing Ethics and Knowledge in Financial Services.
 
This report examines the global financial services industry’s record on ethical conduct; the level of knowledge financial services executives have of their own firm and of their industry; and it explores the role of greater knowledge and integrity in building a stronger culture across financial services firms. Read now...



CFA Institute has created the "Essentials of a More Secure Retirement" to highlight key principles and practices that will help individual investors achieve a more secure retirement.
Click here to view document.