Who We Are

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.

Learn more about CFA Institute and its mission

About CFA Society Luxembourg

Mission

It is our Mission to:
  • Enable and engage members and candidates to pursue professional excellence and ongoing education.
  • Promote excellence in ethical and professional standards within the investment community, and leverage our knowledge pool and resources to the benefit of our stakeholders.
  • Partner with employers, regulators, industry associations and educational institutions to contribute to a Luxembourg financial industry for the ultimate benefit of society.

Vision

We envisage a Luxembourg CFA Society
  • As the leading network of finance professionals in Luxembourg, powered by its members.
  • As the reference for excellence, ethical practice, integrity and continuing education regarding topics in the investment industry.
  • As the advocate shaping the financial industry in Luxembourg in partnership with other organizations, regulators, and members.

Advocacy and Public Awareness

Advocacy involves building and maintaining relations with the regulatory agencies and other professional organizations. The society endeavours to comment on initiatives by the regulatory agencies in Luxembourg and Europe. CFA Society Luxembourg does this alone, and/or in collaboration with other societies. CFA Society Luxembourg also participates in requests for commentary from CFA Institute.

Awareness and recognition of the CFA Charter

CFA Society Luxembourg is a representative of CFA Institute and in this capacity does its part to promote the importance of the CFA designation and the work of CFA Institute with local regulators, professors, human resource managers and the media.

Ethics and Professional Conduct

Commitment to professional ethics is at the core of CFA Institute and societies' mission. We promote high ethical standards and investor protection through professional codes of conduct, guidance, and outreach.
All members and candidate members of CFA Society Luxembourg agree to abide by and adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.

The Code and Standards describe best practices relating to:
  • Professionalism
  • The integrity of capital markets
  • Duties to clients
  • Duties to employers
  • Investment analysis, recommendations & actions and conflicts of interest

The Code and Standards provide guidance to members allowing them to identify and resolve ethical conflicts so that the integrity of the profession is maintained.