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BUILDING SOCIETY EXCELLENCE

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  • Home
  • Archive
  • Strategic Focus
    • Advocacy
    • Building Brand
    • Member Value
    • Outreach
    • Society Management
  • Resources
    • Society Resources
    • Shareable Content
    • Society Center
  • Calendar
  • Societies 2.0
  • Submit content
  • COVID-19 Resources

Advocacy

Building market integrity

Vision

Building market integrity that benefits investors and our members who serve them is a key strategic objective for CFA Institute.

As the professional body to the investment management industry in local markets around the globe, every CFA society can conduct advocacy to help protect investors, deliver member value, and support our shared global mission.


Advocacy principles

Through advocacy, we represent our members’ shared values, working to advance and promote policies that:

  • Serve investor protection over commercial interests
  • Improve market structure, transparency, and fairness
  • Expand and improve investment industry professionalism

Strategic goals

  • Advance professionalism and professional recognition
  • Build market integrity to benefit society
  • Societies 2.0: Shared Advocacy and outreach

Quick links

  • 1

    Start my society’s advocacy planning

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    Share advocacy social content with members

  • 3

    Read and share latest advocacy news

  • 4

    Access resources to support your local advocacy efforts

  • 5

    Find out about our latest research initiatives

  • 6

    Learn how to engage audiences with ethics

Global Advocacy

Your society plays a key role in supporting the CFA Institute global advocacy strategy.

Local Advocacy

Learn how your society can participate in local advocacy engagement.

Research

Find out about our latest and future research initiatives.

Ethics & Industry Standards

Learn how your society can engage audiences with ethics.

Advocacy Resources

Access resources to support your society’s advocacy engagement efforts.

Society Success Stories

See how CFA Societies advance advocacy locally.

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