Projects
In recent years, the CFA Institute has undertaken a significant number of projects in the interest of serving investors. While it is common to think only of direct investors — the buyers of financial products — when thinking about investors, it is just as important to protect indirect investors — those who don’t make buying decisions but are directly impacted by such decisions – including pensioners, taxpayers, and others – for these people, it is their money that is being invested by others.
The CFA charter sets the standard for investment practice and is a globally recognized benchmark for ethics in the profession. Fifty years since its introduction, there are more than 109,000 charterholders (individuals who passed all three rigorous exams, met the four-year work experience, met the other requirements, have pledged to uphold the Code of Ethics & Standards of Professional Conduct, and maintain their membership in good standing) in 139 countries and territories – representing the highest professional standards and competencies in the global investment community. CFA Institute programs set the standard for our industry, offering the best and most respected professional training in the investment industry:
- CFA Program [Chartered Financial Analyst]
- CIPM Program [Certificate in Investment Performance Measurement]
- Claritas® Investment Certificate
Promoting high standards of ethics, integrity, and professional excellence is at the core of the CFA Institute mission. Its codes, best practice guidelines, and standards, guide the investment industry and place clients' interests first:
- GIPS Standards [Global Investment Performance Standards]
- Asset Manager Code of Professional Conduct
- Pension Trustee Code of Conduct
- Endowments Code of Conduct
- Research Objectivity Standards
- Soft Dollar Standards
- Analyst/Issuer Standards
- Trade Management Guidelines
- CFA Program [Chartered Financial Analyst]
Each of these programs resulted from significant projects within the CFA Institute. Many more are ongoing and will be released in coming months and years.