On the second anniversary of Investors 1st Day, we proudly highlight the Statement of Investor Rights. May 2014 is Investors 1st month around the globe. There are 143 CFA (Chartered Financial Analyst) Societies (membership groups) worldwide. This year, 40% of them are hosting Investors 1st activities. Many have received governmental proclamations supporting a day, week, or month-long recognition of the importance of investors support and protections to strong, growing economies.
John Rogers, CFA, President & CEO of the global CFA Institute, has said "CFA Institute is proud to support Investors 1st Day. Investors are the backbone of economies worldwide; willing to match hard-earned capital to great ideas from entrepreneurs, small businesses, and well-established employers alike. Putting investors first, also known as the fiduciary duty, is a great way to restore trust and confidence in our financial system and capital markets, and to support social and economic progress globally."
We recommend that investors present the Statement of Investor Rights to their financial professionals, whether establishing an investment plan, working with a broker, opening a bank account, buying a home, or any other important financial transaction.
The Statement of Investor Rights was created by CFA Institute, the global association of investment professionals, as part of its Future of Finance project. It is a list of principles intended to help buyers of financial service products demand the conduct they are entitled to expect from financial service providers. The list applies to financial products and services such as investment management, research and advice, personal banking, even insurance and real estate, and is intended to help investors demand that financial professionals abide by these rights.
You may find this useful for discussion with your financial services providers.
The global CFA societies participating in Investors 1st are proud to provide additional information about our organizations, useful investor resources, and more on this website. Please take an opportunity to explore and learn.
Thank you for visiting!
Putting investors first is a fundamental tenet of all CFA (Chartered Financial Analyst) Charterholders and candidates. Read more >>
Many people feel under-prepared to make financial decisions. We aim to help.
Read more >>
An important part of being a good investor is being well informed. We have a wealth of information to share with you. Read more >>