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BUILDING SOCIETY EXCELLENCE
Our evolution has compelled us to look beyond what we do for our constituents today to ensure we better meet their current needs and anticipate what they will need tomorrow. As a result, we have reviewed and developed some aspects of our vision, mission, goals, and key strategic focus areas.
We will change because the world is changing.
Empowering the investment industry to realize the world’s greatest possibilities.
To continue to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
Increase influence across the ecosystem
Increase the global constituent base of CFA Institute
Increase the scale and diversity of our product portfolio
Delivering our strategy and achieving our goals will mean we:
In a continually evolving market, policymakers, organizations, and the investment industry are looking for a clear, unbiased, and authoritative voice. We hold an influential position on investment practices and outcomes. With that responsibility, we must advocate for the professionalism and ethics that drive investor trust.
For decades, we have prepared professionals to begin their careers as CFA® charterholders. Now, our vision is for CFA Institute to be where the investment industry comes to skill, upskill, and reskill. We will create a seamless, lifelong learning experience that guides professionals through the many defining moments in their careers, while inviting more professionals to benefit from lifelong learning.
We will develop a candidate experience that is modern and personalized. By incorporating digital study and peer interaction, elevating instructional design, and enhancing content relevance and practical application, we will build candidates’ professional competence while extending our global reach.
Expand our membership tiers and classes to extend our reach and enable CFA Institute members to stand out and stand together as leaders in investment excellence.
Our new strategy continues to engage the CFA Society® community as partners in furthering our mission. See how these components work together with our operating model.
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