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BUILDING SOCIETY EXCELLENCE
Our very mission at CFA Institute is to promote and adhere to the highest standards of ethics and professionalism. Our codes and standards set the ethical benchmark for professionals around the globe.
We do this both globally and locally by:
Ensuring our members adhere to our Code of Ethics and Standards of Professional Conduct, and maintain their professional ethics and competency through ongoing training and development.
Developing and administering industry codes and standards to create an even playing field where firms and advisers can be benchmarked against each other globally and support the development of an ethical culture.
When we promote ethics, standards and professionalism at a local level, we advance on key business goals, including:
Our framework for ethical decision-making helps guide investment professionals as they resolve ethical dilemmas in the best interests of their clients.
Giving Voice to Values (GVV) is an innovative approach to values-driven leadership development pioneered by Dr. Mary C. Gentile.
View codes, best practice guidelines, and standards that guide the investment industry and help ensure all investment professionals place client interests first.
To protect the integrity of CFA Institute membership, designations, and exam programs, CFA Institute upholds the Code of Ethics and Standards of Professional Conduct (Code and Standards), all exam rules and regulations, and the CFA Institute Bylaws.
Share ethics & standards social content
Read and share latest ethics & standards news
Access ethics tools and resources
View ethics trainers in your area
Learn about the ethical decision-making framework
How we work to build market integrity, advance investor protection, and improve industry professionalism across the globe.
How we engage key audiences and build connections within our industry to help us advance our mission.
Find out about our latest and future research initiatives.
How we equip and support our members to better serve clients and accelerate their professional success.
See how CFA Societies advance ethics locally.
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This material is provided for informational purposes only and may not be used in any commercial manner without prior written permission from CFA Institute. © 2024 CFA Institute. All Rights Reserved.