Shared Vision for Strengthening our Collective Impact
The Principles of Partnership and Operating Framework was created to reflect the relationship between CFA Institute and the CFA Society® community and how we work together. Revised foundational governance documents were developed in close collaboration with society leaders and PCR’s in 2019, and are grounded in our shared mission, vision, and commitment to collaborate.

The Principles of Partnership and Operating Framework reflect the collective wisdom of this diverse global network of volunteers and professionals working to improve the investment management profession for our members and society.