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 Codes, Standards, and Guidelines

​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.

 An Open Discussion on Market Situation

  • Part 1: Sajjad Anwar, CFA,CIO NBP Fullerton Asset Management, Mohammad Sohail, CEO, Topline Securities, Muhammad Asad, CIO, Al Meezan Investment Management
  • Part 2: Syed Suleman Akhtar, CFA, CIO, UBL Fund Managers, Mustafa O Pasha, CFA, CIO, Lakson Investments, Muhammad Asim, CFA, CIO, MCB Arif Habib Savings & Investments.
  • Part 3: Raza Jafri, CFA, Director Research, Intermarket Securities, Muhammad Fawad Khan, Director Research, BMA Capital, Shamoon Tariq, CFA, Partner and Vice CIO, Tundra Fonder AB.

Each session is qualified for 0.5 CE Credits for CFA Institute members.

 

 

 

 Statement of Investor Rights

​Ten rights that any investor should expect from financial service providers. 

View CFA Institute Statement of Investor Rights.

 From Trust to Loyalty

​A Global Survey of What Investors Want

In this survey, we investigated the level and nature of trust within the investment community, surveying retail investors and institutional investors around the world. We asked how much they trust financial services and how loyal they are to their current investment firms. The findings, including comparisons with the 2013 CFA Institute and Edelman Investor Trust Study, offer investment professionals and firm leaders insights into how to strengthen client relationships and build better firms.

Access From Trust to Loyalty Survey.

 Impact Investing: Five Videos to Watch

Impact investing is punching way above its weight, attracting the attention of the news media and investors as well as politicians, academics, and even the pope. As interest has expanded, the need for curated video content on the subject — content that is suitable for investment professionals — has grown increasingly clear. Watch five of the most informative and useful videos on impact investing here.

Access them at: Impact Investing - 5 Videos to Watch.

 Investor Tools

​Resources for the investor
 
CFA Institute developed this library of articles and multimedia resources to educate investors on how to make informed decisions.

Access Investor Tools