CFA Society Orlando

A Member of the CFA Institute Global Network of Societies


 Future of Finance

The Future of Finance initiative is a long-term, global effort to shape a trustworthy, forward-thinking financial industry that better serves society. Guided by an advisory council of global thought leaders and incorporating input from society leaders, members, and others, the initiative provides tools, research​​, and resources for motivating and empowering the world of finance at the local, regional, and global level to promote fairness, improved understanding, and personal integrity.

Putting Investors First is a critical mandate of this initiative. The rights of investors reflect the fundamental ethical principles that are critical to achieving confidence and trust in any professional relationship.

 CFA Society Orlando Champions the Cause

CFA Orlando Promotes the Future of Finance at Embry-Riddle

Future of Finance is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. It provides tools to motivate and empower the world of finance to create an environment where investors' interests come first, markets function at their best, and economies grow. Its success is driven by ongoing input from an advisory council of prominent global leaders and others in the financial community.

As part of CFA Orlando’s ongoing support of this initiative, on Wednesday, November 12th 2014, CFA Orlando board member Chris Cannon spoke on the topic of “Ethics and Profits in the Financial World” to  approximately 40 students and faculty of Embry–Riddle Aeronautical University’s College of Business.  The topics ranged from the corrosive nature of conflicts of interest, the Fiduciary duty, deceptive sales practices, information asymmetry in the financial world, the ongoing regulatory environment, and why a “lack of trust” should exist within the world of finance and how trust must be earned from within the industry. 

If interested in hosting a Future of Finance talk at your university or firm,  please email

New - CFA Orlando Advocacy Efforts Featured in CFA Institute Magazine

CFA Orlando was featured in the November/December 2014 issue of CFA Institute Magazine for its Advocacy Efforts. Click here to learn more.

CFA Orlando Hosts Future of Finance Webcast with Rebecca Fender, Head of the Future of Finance

On October 7, 2014, CFA Orlando hosted a Future of Finance Webcast with the CFA Institute. Approximately 20 Society Members showed their support for the Future of Finance by participating in this call, led by Rebecca Fender, CFA, Head of the Future of Finance Initiative. Ms. Fender provided an overview of the Future of Finance, discussed the six core Future of Finance topic areas, highlight how you can Society Members can make difference and help restore investor trust.

To learn more about the Future of the Finance, please click here to see the webcast presentation.

Governor Scott Declares May 2014 Putting Investors First Month

Governor Rick Scott has declared May 2014 to be Putting Investors First Month in Florida. He cited the importance of trust, ethical practices and fair treatment as paramount to the investment profession, and also recognized Florida's CFA Societies' commitment to ethical behavior, integrity and fair treatment for all investors.

Click here to read the governor's declaration.


 FOF Video

 Women in the Investment Management Industry


 Making a Difference Locally

Local CFA Institute member societies are engaging in a variety of activities to put investors' interests first throughout the year.

Putting Investors First.PNGFuture of Fiance - the global effort to shape a trustworthy, forward-thinking financial industry that better serves society.

Future of Finance.PNG
Putting Investors First ​- Each May, now April, CFA Institute members join together to build awareness of the importance of putting clients first.

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. ​​