CFA Institute Policies
Permissions and Reprints Policies
Privacy Policy
By using any CFA Institute websites (including www.cfainstitute.org, www.cfapubs.org, and www.cfawebcasts.org) you signify your acceptance of our Privacy Policy.
Legal Terms and Conditions of Use
Please read this page carefully. By using this website, you agree to be bound by the terms and conditions stated here.
Trademark and Copyright Terms
- Guide to CFA Institute Copyright Use
CFA Institute publications and materials are protected under copyright laws. Those materials include CFA Program materials, journal articles, promotional materials, educational products, and other publications in print and on the internet. Anyone who wishes to use or reprint such materials must request permission from CFA Institute.
- Guide For Use Of CFA Institute Marks
Trademarks and service marks are symbols that convey information to the public regarding the source, sponsorship, and/or affiliation of goods and services. Learn the proper use of the marks.
- Guide for CFA Charterholders
While you are a CFA charterholder member, as defined in the CFA Institute Bylaws, you have the right to use our marks, according to these guidelines.
Tax Policy
Specifies when sales tax may be charged.
Brand Identity Guidelines
Explains the use of the CFA Institute logo and all basic brand elements (PDF).
CIPM Program Policies
- Exam policies for candidates
- Brand guidelines for review courses
- Copyright policy for CIPM materials