Putting Investors First Month: May 2014
This event is our Society’s contribution to CFA Institute’s “Putting Investors First” Month. Please attend and bring your clients as guests so they can hear why our members always seek to “Put Investors First.”
Putting Investors First Month is a global initiative created by financial professionals who place the interests of investors above their own, and to build awareness of the fiduciary duty to protect investor interests. The event is presented by CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. Putting Investors First Month features a series of events and outreach throughout the month of May, hosted by hundreds of CFA Institute members and many of the organization’s 140 member societies worldwide. Putting Investors First Month is part of the Future of Finance project, a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. For more information about Putting Investors First, visit www.cfainstitute.org/FutureFinance.
The CFA designation recognizes knowledge, skills, and abilities in security analysis and portfolio management, emphasizing the highest ethical and professional standards. To learn more about the CFA designation and program, contact CFA Institute
CFA: The Gold Standard
"The Chartered Financial Analyst (CFA) qualification is roughly equivalent to a specialized postgraduate finance degree, including a mixture of economics, ethics, law, and accountancy. It is much liked by employers in financial services. Whereas there are tens of thousands of finance degrees available around the world, ranging from the excellent to the worthless, there is only one CFA, managed and examined by an American association of financial professionals, the CFA Institute."
The Economist, 2/26/2005