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​​​​​​​May proclaimed as “Putting Investors First Month” in Orlando ​


CFA Society Orlando joined many of the CFA Institute member societies worldwide in the fifth annual Putting Investors First Campaign. This awareness campaign by investment professionals promotes the needs and rights of their clients, and it advocates for an industry that will always do the right thing on behalf of those they serve. CFA Society Orlando is happy to announce the campaign has continued to receive great support from our local community with Orlando Mayor Buddy Dyer proclaiming May 2019 as "Putting Investors First Month" in Orlando. 

The Putting Investors First Campaign is part of the CFA Institute's Future of Finance project, a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society.   To aid with this campaign, CFA Institute established the Statement of Investor Rights which helps guide investment professionals in making changes that build better relationships with clients and investors, improve the bottom line of the firm's business, and benefit society. 

To read the Statement of Investor Rights, and for more information on the Putting Investors First Campaign, please visit the CFA Institute's Putting Investors First page