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Who we are

For over 75 years, our thriving global community of members and charterholders has been upholding the highest professional and ethical standards in their industry. By delivering better investor outcomes, we are collectively contributing value to society.
People from high above

The finance industry today

What is demanded of the profession is continuously evolving. Today, we are faced with complex and challenging markets. Our role in offering relevant education, driving positive change in the investment industry, and advocating for fairness and transparency for investors globally is more important than ever.

CFA Institute - Who we are
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      Our vision

      Empowering the investment industry to realize the world’s greatest possibilities.

      Our mission

      To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

      Our commitment

      Influence and shape the industry

      We hold an influential position on investment practices with our research and thought leadership. With that responsibility, we will continue to advocate for policies that create sustainable value, efficient markets, and ethical institutions.

      Education and lifelong learning

      We are committed to guiding professionals through the many defining moments in their careers. With a focus on lifelong learning, CFA Institute is the place where the investment industry comes to upskill and reskill.

      Support our community

      We support our members and charterholders across the world, both professionally and personally. Through our University Affiliation Programs, Societies and Research Policy Center, we are growing a diverse network of inspired leaders who fuel and amplify the impact of investing.

      Our continued focus

      1. Grow the profession by attracting a diverse next generation of talent. We will do this through an expanded portfolio of certifications and learning opportunities, unlocking economic growth and securing the health and wealth of investors.

        Explore our programs

      2. Continue to evolve our flagship CFA® Program. By ensuring its relevancy in response to changing industry needs, we can maintain its position as the gold standard in investment education.

        Learn more about the CFA Program

      3. Expand professional knowledge and capability through CFA Institute thought leadership, partnerships and unique member experiences. With these resources, we can grow the skills of practitioners and drive even greater industry impact.

        Browse our In Brief articles

      4. Continue to build credibility and trust in the profession with new industry codes and set new standards of excellence for our people, members and the industry.

        Learn about our Standards

      More in this section

      Our history

      Explore our unique history, from our beginnings in the 1940s to our leading global position today.

      Our governance

      Learn how we operate, meet the leadership team and gain insight into our corporate governance practices.

      Careers at CFA Institute

      Find out more about how we support you, and apply for a position at our different locations.