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BUILDING SOCIETY EXCELLENCE
The CFA Program Candidate Guide, updated with information about recent changes to the CFA Program, is a digital brochure created to give professors and firms a clear understanding of the CFA Program benefits for their university, firms, and students/interns. The guide helps institutions understand details about the program and recognize its relevance to their goals.
PDF
We have adjusted our CFA Exam Updates page to reflect more comprehensive, easy-to-reference information to support candidates through registration, scheduling, and seating. The page also contains information about rescheduling, deferrals, cancellations, and refunds.
Link
To support your outreach for students to take advantage of the CFA Program while in their second-to-last year of university, we encourage you to post the provided copy and graphics to your social channels.
Toolkit
This is a studio recorded version of a popular session from the 2019 Global SLC. In this video, Lauren Foster, content director at CFA Institute, provides societies with instructions and best practices for creating a podcast.
Video
Leading practitioner journal in the investment management community.
Thought leadership to help shape a more trustworthy, forward-thinking investment profession.
Independent, high-quality research that helps investment professionals fulfill their duties with prudence, loyalty, and care.
This blog, for investment professionals by investment professionals, features thoughtful analysis of current issues in finance and investing.
The CFA Institute Career Center provides exclusive access to CFA® charterholders, CFA Institute members, and CFA Program candidates, with employers seeking top talent in the industry.
The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics.
We offer CFA Program Scholarships as part of our commitment to promoting the highest standards of ethics, education, and professional excellence.
The Professional Conduct Program administers the disciplinary process for CFA Institute.
A voluntary code of conduct that helps asset managers practice ethical principles that put client interests first.
A set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment results to prospective clients.
CFA Institute responses to current issues and proposed regulations and legislation related to ethical conduct, professional standards, and integrity in global capital markets.
CFA Institute's position on various topics affecting the profession such as Financial Reporting Requirements & Issues, Market Structure, Regulations and more.
Templates, documents, and information for organizers of the CFA Institute Research Challenge at the local level.
Link (log-in required)
The latest CFA® Program curriculum updates and Refresher Readings to help CFA charterholders revisit or relearn certain concepts.
An interactive platform, focused on the APAC region, for participants to share expertise and insight, learn about subjects of interest, and engage others.
Upcoming CFA Institute conferences, webinars, seminars and more.
A printable copy of the CFA Institute Code of Ethics that can be used a visual reminder of a CFA® charterholders commitment to uphold the highest standards of ethics and professionalism. (A4 and US letter)
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