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Our values

To create a culture of excellence, we start with our values – Curiosity, Inclusion, Trust, and Service.

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“I feel my work has a real, tangible, positive impact”

At CFA Institute, your work matters. Our employees are united by this shared purpose, driving them to achieve more and creating a culture of excellence.

To empower you to contribute your best work, we focus on your growth and development. This also helps build resilience and adaptability, best-positioning you to thrive in an ever-evolving landscape.  

Cultural foundation

Our values of Curiosity, Inclusion, Trust, and Service are foundational to how we conduct business and interact with colleagues across the organization.

Our values in action

Curiosity

When we approach our work and colleagues with curiosity, we’ll naturally seek new ideas.

Trust

Connections help build trust in one another.

Inclusion

We include and connect with one another.

Service

Through trust we can truly be of service to each other, our customers, and the investment industry.

Feel empowered to achieve excellence

Our employees are passionate about our mission. So when you join us, we make sure you have the skills, knowledge, and support needed to turn that passion into performance. We do this by:

  1. Investing in you

    We provide you with opportunities to take on cross-functional projects, access training and development programs, receive mentorship, and pursue internal mobility.

  2. Encouraging resilience and agility

    We support you in building resilience and the ability to overcome challenges by helping you develop skills for the future.

  3. Championing inclusion and well-being

    We enable a positive workplace focused on well-being and connection.

  4. Thinking long term

    We don’t just value your skills and experience. Your personal values and goals matter too – and when aligned with ours, we achieve them together.

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Voices of our employees

You're empowered to find solutions and then execute them with autonomy, which leads to natural professional growth. You're always learning, building skills, and building an internal network.
Jay Patel Senior Manager, Certificate Management, U.S. CFA Institute employee since 2014
I'm very passionate about ethics in business and finance. I believe in supporting businesses, individuals, and institutions that strive to be as ethical as possible. The mission at CFA Institute – to promote ethics and professional excellence – aligns directly with my personal beliefs.
Derek Braley Paralegal, U.S. CFA Institute employee since 2022

Talent strategy

By creating a positive and effective work environment, we can build resilience, increase innovation, and fuel our purpose.

We are an Equal Opportunity Employer

At every stage of employment – from recruitment, development, and promotion through to leave of absence and dismissal, CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics. This global policy applies to all CFA Institute employees, regardless of your location.

Frequently asked questions

    Yes in most roles – you can work with an international network of colleagues, partners and stakeholders in person, remotely, or in a hybrid working pattern.

    We offer a competitive compensation and benefits package so support professional development, well-being, and work-life balance. Learn more about benefits and life at CFA Institute.

    No – although some roles do require a finance background, there are lots of different ways you can support our mission. Learn more about our departments.

    All open positions are listed on our job portal. From there, you can learn more about the role and submit your application. See open positions and apply.

    CFA Institute has offices in Charlottesville, New York City, Washington D.C., Abu Dhabi, London, Beijing, Shanghai, and Mumbai. See all our office locations.

    CFA Institute is hiring – start your future with us

    We have multiple job openings across various locations and roles. Join our team and support our mission to lead the global investment profession.
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