CFA Society Winnipeg

A Member of the CFA Institute Global Network of Societies

CFA Charterholders Put Investors First

Putting Investors First

As an investor in today’s ever-changing, global financial markets, you should be seeking more than above-market returns to measure the competency and integrity of the investment professionals who manage your assets. The need for investors to hire qualified, experienced professionals who embody trust, integrity, and competency has never been as great as it is today.

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. With more than 100,000 CFA charterholders in over 135 countries and territories and an increasing demand worldwide for the CFA Program, the charter has become the global professional investment credential.

Putting investors first is a fundamental tenant of all CFA (Chartered Financial Analyst) Charterholders and candidates. Investors 1st means the needs and interests of those we serve must come before our own interests or those of our firms. It is important to remember at all times that the money we deal with belongs to others and their interests must be our primary concern.

Whether an individual investor or a large institutional investor (such as insurance companies, pension funds, and mutual funds), investors provide valuable opportunities for economic growth and stability. This leads to increased job creation, rising incomes, a growing tax base, and economic diversity. By serving investor interests over our own, we help ensure that our financial and economic systems will remain strong and sound.

The Right Question

We are excited to announce that CFA Institute has launched "The Right Question" campaign, which poses the simple yet direct question to High Net Worth Investors in the U.S. and Canada, “Does your wealth manager measure up?” The campaign will build broad awareness of the value of CFA charterholders in private wealth management through paid media, media outreach and events AND give you, our members, tools, resources and guidance to fuel your personal marketing efforts.

Learn more about the campaign at therightquestion.org and discover new marketing resources for CFA charterholders on cfainstitute.org

Let's Measure Up

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. Our members are unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

LET'S MEASURE UP is a global advertising drive to raise the profile of the CFA Institute brand among industry firms, high net worth investors, and investment professionals, and regulators.

This multichannel, multi-year campaign incorporates the 9,800+ local activities already occurring in 147 societies, including annual Putting Investors First Month and Women in Investment Management initiatives.

Share the Statement of Investor Rights and promote Putting Investors First using #CFAdifference.

Investor Resources

1. Investors - The Power of Time and Returns

2. Investors - The Impact of Fees

3. Investors - The Impact of Taxes

4. Investors - The Impact of Inflation

5. Investors - The Impact of Diversification and Risk

6. Investors - The Role of an Advisor

7. Investors - The Investor's Tolerance for Risk

8. Investors - What Drives Market Returns

9. Investors - How to Diversify

10. Investors - Building Portfolios

11. Investors - The Income I Can Expect From My Savings

12. Investors - Putting It All Together

PIF Globally

Future of Finance

THE FUTURE OF

FINANCE STARTS
WITH YOU

About the Initiative
Future of Finance is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. It provides tools to motivate and empower the world of finance to create an environment where investors' interests come first, markets function at their best, and economies grow. Its success is driven by ongoing input from an advisory council of prominent global leaders and others in the financial community.