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CFA UK promotes the highest standards of ethics, education and professional excellence in order to serve society’s best interests.

 Founded in 1955,  CFA UK represents around 12,000 investment professionals and comprises part of the worldwide network of member societies of CFA Institute (the global, not-for-profit association of investment professionals that awards the CFA designation). We actively promote the highest standards of ethics, education and professional excellence. As well as providing comprehensive continuing professional development, we advocate professionalism across the investment industry. Most importantly, all our members pledge to act in their clients’ interests with integrity.

CFA UK is the awarding body for the Investment Management Certificate (IMC), the UK’s leading entry level qualification for investment professionals. We also support the CFA Program and the Investment Foundations Program, which are awarded by CFA Institute. CFA UK supports the ASIP designation that was awarded to those passing the Associate examinations of the IIMR.

Our Vision

To build a better investment profession.

Our Mission

To promote the highest standards of ethics, education and professional excellence in order to serve society’s best interests.

Our Goals

  • Lifelong Learning
    • Set high standards and provide support for attaining threshold competency 
    • Develop competency frameworks for investment management careers
    • Leading CFA members globally in implementing an output based CPD Connecting Professionals: making
  • Connecting Professionals
    • Encourage members to support and understand our goals
    • Provide satisfying volunteering opportunities
    • Co-ordinate with CFA Institute to continue to deliver a memorable membership experience
  • Advancing Professionalism
    • Advocate for and advance professional and ethical standards
    • Represent the investment management profession
    • Develop members to be ambassadors of professionalism

Global Passport Program

CFA UK is a member of the CFA Societies Passport Program which allows members of participating CFA societies to attend other's society events at the local member price. When you travel, contact the local society using the Society Directory to learn about eligible events and other networking opportunities.

Member profile

CFA UK members work across the investment profession. While the most common roles for members are portfolio manager and research analyst, members occupy a wide variety of positions and work for many different types of firm. Similarly, the society's portfolio manager and research analyst members cover the entire range of asset classes and specialisms. Their common characteristic is a determination to practice and uphold the highest level of professional and ethical standards.
 

Contribution

The society has consistently aimed to build a better investment profession - from its founding purpose of bringing together investment analysts with company management and improving the quality of analysis, through its advisory work on regulation and accounting standards and by means of its development of qualifications to test and certify competence.

The society’s Council (and then Board) has also been occupied by more mundane matters such as finding event venues, determining membership dues and the society’s tax status. Making the society’s magazine pay its way has been a concern since its launch in 1961 – with no satisfactory answer ever found by more than 50 years of Boards – and it has been humbling to realize that almost every idea that the society has had in the past decade has either already been acted on or rejected at some point.

International cooperation remains a priority for CFA UK. The direction of that work has changed somewhat from a European approach (through EFFAS) to a global approach (through CFA Institute). The strong foundation provided by CFA UK’s status as a leading member society of CFA Institute is a significant asset. A review of the past 60 years of Board minutes reveals the extent to which reorganizations (or considerations of mergers) have made it difficult for Boards to maintain their mission focus throughout those episodes.

The last decade has seen the society allocate increased resources to supporting professionalism in investment. There has been renewed close engagement with the regulator, standard-setters and policy-makers. The society has helped CFA Institute to promote a growing range of qualifications and codes to employers. New CPD and ethics support platforms have been launched.  These actions, in concert with continued increases in the numbers of CFA Program candidates, have seen the society’s membership grow from just under 5,000 to more than 11,000. Meanwhile, the society’s reserves have increased from £1.3m to £3.6m on the back of membership growth and the continued success of the IMC.

Governance

The CFA UK Board is responsible for overseeing the business activities of the Society. The members of the Board act as trustees and have legal responsibilities and liabilities and must ensure the Society is well-run, financially sound, and that it meets its aims and objectives. 

Each member of the Board is elected by the membership and can serve up to a total of a six-year period (re-election takes place after two years). The Board delegate the day-to-day management of CFA UK to the Chief Executive and his team. The Board is supported by 14 committees.

Crowe Clark Whitehill LLP were appointed as auditors to hold office until the next AGM in November 2017.

Annual reports

Past members of the CFA UK board

Year 2000 -2014


                             Start      End       Chair                                        Start      End       Chair                            Start      End     Chair     
  

O Kodmani          
D Draper              
J Marsland          
J Irving                
T Ben-Saud        
A Gillard            
J Armitage          
P Mennie            
N WinterFrost         
R Dunbar            
K Kinsey-Quick    
J Bevan              
J Munro              
P Mitarachi          
C Kennedy          

2012     2014
2012     2013

2010     2015
2010     2014
2010     2015
2010     2014
2010     2012
2009     2015
2009     2016       2014 - 16   
2009     2015       2012 - 14
2008     2012
2008     2011
2008     2010
2008     2010
2008     2010

M Davis           
C Fawcett          
R Ahuja            
R Rothwell        
G Spentzos            
J Vessey            
R Szwagrzak    
S Deans              
G Lindey          
J Biernat           
J Finch            
T P Madsen      
D M Tapley      
B J Coffey
K J Carter        

2008      2010
2007      2011
2007      2010
2005      2012      2011 - 12
2005      2012      
2005      2008 
2005      2008
2005      2007  
2004      2008
2003      2010      2007 - 09
2003      2007
2003      2005
2002      2009
2002      2005
2002      2005

C W McLean    
S A Inkley        
T Joski            
Y Samad        
D Sellors        
M Sonenshine    
R Cheberiak       
R Cheberiak       
M Strohfeldt      
JC Stannard
     



2002      2009      2005 - 07
2001      2008
2000      2009
2000      2008      2003 - 05
2000      2008
2000      2005
2000      2003
2000      2003
2000      2002
2000      2002




 

Year 1999 -1990

D W James   
C J Clarke
S J Rumsey
A R Higgins
D M Eadie
D R Mathers
N D Gregson
R J Dentith

                   

1999   2001
1998   2000
1998   2000
1996   2003
1996   2001    1999 - 01
1996   2000
1996   1999
1995   2002


I P Clarke
B M Hiorns
P R Cramp
B L Robinson
D P Broby
A J Callander
O J Streets
    


1995   2000
1995   2000
1994   2001
1994   2000
1993   2004
1992   2000
1992   1996           
 


P L Jones
M Van Hus
R D T Pringle
J A McGee
T V Partridge
        

    

              

1992      2010
1990      1996
1990      1996
1990      1995
1990      1992





Year 1989 - 1980

P J Greenslade
C C Davis
D P Johnson
P F Diggle
R D Matthews
T F Brown
N T Ralston
G J J Dennis
P J S Gray
G M Fuller
L F Heasman
A H M Kelsey
R A R Bradfield
P A Aynsley
S R Boshell

1989   1996
1989   1992
1989   1992
1989   1992
1988   1998
1988   1998
1987   2003
1987   2000
1987   1988
1986   2000                 
1986   2000
1986   1989
1986   1989
1986   1989
1985   1994

M C Lister
J T Stride
A N Whitney
J L Parrott
E K Ford
A E Backholer
M R Woodier
F Wellings
C Russell
D H Williams
R C Harwood
D M Salisbury
M K Holliday
D J Gibson-Moore


1984    1988
1984    1987
1984    1986
1983    1993  1987 - 90
1983    1988
1983    1998
1983    1987
1983    1986
1983    1986
1983    1985
1981    1989
1981    1984
1981    1984
1981    1983

 

Year 1979 -1960

P H Richards
S I Millman
P D T Galvin
B Solomons
R H Peters
A W Henfrey
P A Harding
D M Revie
K E Percy
P J Ellis
P A Wakefield
A P Bird
A W Matheson
J H C Leach
R A Cowell
D Parker
 
1979   2000
1979   1988
1979   1984
1979   1983
1979   1983
1977   1983
1977   1983
1976   1990
1976   1990
1976   1984
1976   1981
1976   1981
1979   1979
1979   1979
1974   1983
1974   1981 
A T Boanas
J W Martin
R S Cutler
J C Hardie
J A Miller
M G Hall
J Chiene
N Pilkington
P Baker
S C Slingsby
R S Allen
J M Brew
C C Davis
J E Tonner
R Willson
A M Williams 
1974   1977
1973   1979
1973   1977
1973   1977
1972   1994   1982 - 85
1972   1976
1971   1973
1970   1979   1975 - 78
1970   1974
1970   1973
1969   1981   1978 - 80
1968   1976   1971 - 73
1968   1976
1968   1968
1967   1972
1966   1976   1967 - 69 
J N Littlewood
P W Heath
D G Bluett
D C Damant 
R E Artus
J A Morrell
W J F Benton
L G Hall
H B Rose
S Wainwright
D Weaver
M T Maurice
C G Morley
F R Yates

1966   1973
1965   1974
1964   1986
1964   1983   1980 - 82
1964   1976   1973 - 75 
1964   1970
1964   1970
1963   1972   1969 - 71
1963   1967
1962   1974
1962   1968
1961   1970
1961   1967   1964 - 67
1961   1964

 
                             Start      End       Chair                                        Start      End       Chair                            Start      End     Chair     
  

O Kodmani           
D Draper              
J Marsland           
J Irving                
T Ben-Saud         
A Gillard             
J Armitage          
P Mennie             
N WinterFrost         
R Dunbar             
K Kinsey-Quick    
J Bevan               
J Munro               
P Mitarachi          
C Kennedy          

2012     2014
2012     2013

2010     2015
2010     2014
2010     2015
2010     2014
2010     2012
2009     2015
2009     2016       2014 - 16   
2009     2015       2012 - 14
2008     2012
2008     2011
2008     2010
2008     2010
2008     2010

M Davis           
C Fawcett          
R Ahuja             
R Rothwell         
G Spentzos            
J Vessey            
R Szwagrzak     
S Deans              
G Lindey           
J Biernat           
J Finch             
T P Madsen      
D M Tapley       
B J Coffey
K J Carter        

2008      2010
2007      2011
2007      2010
2005      2012      2011 - 12
2005      2012      
2005      2008 
2005      2008
2005      2007  
2004      2008
2003      2010      2007 - 09
2003      2007
2003      2005
2002      2009
2002      2005
2002      2005

C W McLean     
S A Inkley        
T Joski            
Y Samad         
D Sellors         
M Sonenshine     
R Cheberiak        
R Cheberiak        
M Strohfeldt       
JC Stannard
     



2002      2009      2005 - 07
2001      2008
2000      2009
2000      2008      2003 - 05
2000      2008
2000      2005
2000      2003
2000      2003
2000      2002
2000      2002




 

 

 

Year 1960 -1950

P W Freeman
D CTerrett
R G Harding
E C H Crawford
W F Andrew

1958   1968
1958   1961
1957   1966
1957   1957
1955   1966   1956 - 61
   
N O Taube
H H Cove
N M Thirkettle
E C H Warner
J S Allison 
 
1955   1965
1955   1965
1955   1963
1955   1962   1961 - 62
1955   1962   1955 - 56
                           
networking

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