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A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make our members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.​

 Why it Matters

​​​​CFA
Three simple letters that mean so much more than the words behind them.

Ask any one of the 125,000 charterholders around the world who’ve earned the Chartered Financial Analyst designation and they’ll proudly tell you why they put those letters at the end of their names.
They’ll tell you that it’s the most rigorous certification program for investment managers.
That it gives them a comprehensive and proven understanding of investment management.
That it demands strict ethical guidelines when dealing with investors while always putting their interests first.
That employers feel reassured because of a charterholder’s ability to understand clients.
That developing markets rely on charterholder expertise to help shape policy and regulations for emerging economies.
But what our charterholders will speak most glowingly about is how complete they feel as investment management professionals.
How well-equipped they are to navigate the uncertainties of the financial world.
And how committed they are to raising the standards of the investment management industry.
Because, for them, those three letters make a real difference.

​CFA Institute
A Difference That Matters​

 Defining the Difference

What distinguishes a CFA charterholder from the rest of the financial industry? Our Chartered Financial Analysts explain why they chose to add “CFA” to the end of their name and how becoming a charterholder made a huge impact on their career, their life, and their community.

 
  








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For Investors
Learn more about partnering with a CFA charterholderBy partnering with a CFA charterholder, you’re ​partnering with an investment manager who always puts investors first — someone with proven knowledge and who’s fully equipped to navigate the uncertainties of the financial world. Learn More

For Employers
Learn more about hiring a CFA charterholderBy hiring a CFA charterholder, you’re hiring someone with unparalleled financial knowledge and the communication skills to convey even the most complicated financial matters to your clients — you’re hiring someone who’ll contribute to the integrity and credibility of your organization. Learn More

For Investment Management Professionals
Learn how to get involved with the CFA ProgramThe CFA Program provides investment professionals with a strong foundation in advanced investment analysis, real-world portfolio management skills, and a passion for always putting clients’ interests first.​ Learn More

 Resources

Realize your Rights.PNG​​​​Statement of Investors Rights - ​the 10 things ​investors should ex​pect 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 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. ​​

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