CFA Institute

CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. Established in 1947 through the federation of four financial analyst societies in the United States, the organization has grown to become the premier global association for investment management professionals. Its mission is to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. The CFA charter, first awarded in 1963, has become one of the most respected and recognized investment management designations in the world. The rigorous CFA Program curriculum is designed to equip professionals with the knowledge and skills necessary to compete and excel in the complex and evolving investment industry, covering topics such as investment tools, asset valuation, portfolio management, and wealth management.

Headquartered in Charlottesville, Virginia, with offices in major financial centers globally, including New York, London, Hong Kong, and Beijing, CFA Institute serves a vast network of nearly 200,000 members and charterholders in 160 locations. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. It provides continuing education opportunities through conferences, seminars, and publications to help members stay current on industry developments. Beyond the CFA Program, the institute also offers other credentials and certificates, such as the Certificate in Investment Performance Measurement (CIPM) and the Certificate in ESG Investing, to meet the specialized needs of finance professionals. Through its advocacy efforts and the CFA Institute Research and Policy Center, the organization contributes to thought leadership on issues of market integrity and investor protection, aiming to foster an environment where investors’ interests come first, markets function at their best, and economies grow.