CFA Society Phoenix

A Member of the CFA Institute Global Network of Societies

 Putting Investors First

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.

Local CFA Institute member societies are engaging in a variety of activities to put investors' interests first throughout the year, with particular emphasis in the month of May and during the week of 12-18 May 2014.