An integral part of the CFA Institute mission is to develop and administer codes, best practice guidelines, and standards to guide the investment industry. These standards help ensure all investment professionals place client interests first. Learn more about the codes that apply to you and use them to cultivate an environment of trust and integrity at your firm.
The Professional Standards group maintains and promotes adoption of professional standards such as the:
- Global Investment Performance Standards (GIPS),
- the CFA Institute Code of Ethics and
- Standards of Professional Conduct,
- and several voluntary sets of professional conduct standards relevant to the investment industry.
Access them at Codes, Standards, and Guidelines.