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Standards

High ethical principles and professional standards drive societal change. Ethical codes and standards help make this happen.
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Setting the standards for investment professionals and the industry

By empowering organizations and individuals to act with integrity, CFA Institute is setting the gold standard for the investment industry.

Professional standards for individuals

Every CFA Institute candidate or member is required to comply with the Code of Ethics and Standards of Professional Conduct. Collectively, we strengthen the integrity of our industry, and society as a whole. 

Code of Ethics and Standards of Professional Conduct

Professional Conduct Statement

Professional Conduct

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Industry standards

Our globally recognized ethical codes and standards set the benchmark for professionalism – complying with the standards ensures integrity, transparency, and accountability in all areas of the investment profession.

GIPS® Standards

Diversity, equity, and inclusion code

ESG standards for investment products

Policy and advocacy

Explore the Research and Policy Center
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Report misconduct

Report possible misconduct by a CFA Institute member or candidate through our reporting channel.
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