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

 

We provide comprehensive education and training, keep policy-makers and the public informed about our profession, and ensure that members commit annually to our core belief of acting in clients’ interests with integrity.

Founded in 1955, CFA UK is part of the worldwide network of member societies of CFA Institute. Representing the interests of 11,600 of the most qualified investment professionals in the UK, CFA UK is the largest CFA society outside North America.

Our vision is to build a better investment profession.

The society 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.

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

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join our influential network of more than 12,000 of the most qualified investment professioinals.
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