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​​​​​​​​​​​​​A Difference That Matters

 CFA Charterholders Put Investors First

A​ CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. Our members are unparalleled professionals who are fully engaged in raising the standards of the investment management industry. 

A Difference That Matters is a global advertising drive to raise the profile of the CFA Institute brand among industry firms, high net worth investors, and investment professionals, and regulators.

This multichannel, multi-year campaign incorporates the 9,800+ local activities already occurring in 147 societies, including annual Putting Investors First Month and Women in Investment Management​ initiatives.​

 Resources

Realize your Rights.PNG​​​​Statement of Investors Rights - ​the 10 things ​investors should expect from their financial service providers.

Trust to Loyalty.PNG

From Trust to Loyalty: A Global Investor Trust Study - a partnered survey from Edelman and CFA Institute about the level of trust in the industry.

Asset Manager.PNGAsset Manager Code of Professional Conduct - the over 1,000 firms from more than 30 different countries who have adopted the code and committed to ethical principals that put clients first.

Integrity List.PNGThe Integrity List​ - 50 ways to restore trust in the investment profession. ​​


 Contact Us

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