Our Mission, Vision, and Strategic Objectives

 

To establish a direction for serving our members and setting a higher standard within the global investment community, CFA Institute has adopted a formal strategic planning process and a set of values around which all of its programs, services, and initiatives revolve.

 

Mission

 

To lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.

 

 

 

Vision

We envision a CFA Institute that:

• All serious investment professionals aspire to be a part of
• Investment professionals go to first when seeking credentials and continuing education
• Leads the industry’s thinking in the area of ethics, integrity, and excellence of practice
• Partners with its network of strong societies to deliver on the mission
• Forever derives its strength and energy from its highly qualified volunteers and professional staff

 

Our vision builds on our beliefs that:

• Financial markets should be equitable, free, and efficient so that every investor has a chance to earn a fair return
• The interests of the ultimate investor must take precedence over the interests of all other market participants
• High ethical principles and self-regulatory standards are as important to market efficiency and fairness as rules and regulations

 

Read more about our strategy for the future

Take a look back at our history

Find out what we stand for