Our Strategy

 

To build CFA Institute global leadership in professional ethics, education, and excellence of practice in the investment management community by developing and delivering quality products and services that leverage the CFA brand to our expanding membership constituency.

 

Strategic Objectives

 

Enhance the CFA Program

Enhance the CFA charter's position as the global gold standard by providing a curriculum and examination program that reflects the increasingly complex nature of the global investment environment, and promote broad understanding of that dynamic.

 

Create and Source Relevant Lifelong Learning for Members

Create and source quality educational content aligned with the Global Body of Knowledge to provide sufficient depth and breadth to help our members maintain and improve their lifelong professional competence.

 

Connect with Members through Technology

Create an active relationship with members through technology by providing convenient, personalized access to relevant, dynamic resources and services that meet their professional needs.

 

Advocate Effectively for Members and Ethical Markets

Refine the CFA Institute Centre for Financial Market Integrity structure and process to be an increasingly effective member advocate and proponent of ethical and professional standards for global capital markets.

 

Solidify and Extend Our Global Capabilities

Further our development as a truly global organization by ensuring cultural understanding and a sustainable market presence, cultivating meaningful relationships with industry leaders and influencers, and developing leadership globally.

 

A strong network of partner societies and volunteers plays an integral role in advancing our strategic objectives.