About us

We promote the highest standards of ethics, education and professional excellence in the profession, to serve society’s best interest
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CFA UK is a professional membership body representing 12,000 investment professionals in the UK - dedicated to educating, inspiring and connecting the investment community to build a sustainable future.

We are part of the worldwide network of member societies of CFA Institute, the global, not-for-profit association of investment professionals, that awards the CFA and CIPM designations.

Our mission is to build a better investment profession by serving the public interest by educating investment professionals, by promoting and enforcing ethical and professional standards and by explaining what is happening in the profession to regulators, policymakers and the media. As a CFA Institute member society, we promote the development of careers in the investment profession and facilitate networking within and across member groups.


What we do

Qualifications: CFA UK is the awarding body for the Investment Management Certificate (IMC), an entry-level qualification for investment professionals and the new Certificate in Climate & Investing. We also originally developed the Certificate in ESG Investing which transitioned ownership to CFA Institute in 2021. CFA UK also promotes the CFA Program for which CFA Institute is the awarding body.

Membership: We support our members professional development and enhance their career potential. Our members enjoy access to a wide range of practitioner-led events, webinars, technical and professional content along with practical support to develop talent and advocate for the things that matter to you. Members are automatically integrated into our 12,000+ strong community of like-minded professionals.


Grow your professional network

Connect with over 11,000 of the most qualified investment practitioners in the UK:

  • Network at a wide variety of educational and social events
  • Join a special interest group to learn more about topics you are interested in or passionate about
  • Get involved in the investment community as a volunteer

When you join CFA UK as a member you become part of an active and engaged community of investment professionals. We represent a broad spectrum of the profession through CFA Charterholders, CFA Regular and Affiliate members, ASIP, IMC and CFA candidates, and focus on providing you with professional development opportunities to help advance your career.


Improve your prospects

Take advantage of our career support services including free career-related events and access our dedicated jobs board via our Careers Centre 



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.


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 12,000. Meanwhile, the society’s reserves have increased from £1.3m to over £4m on the back of membership growth and the continued success of the IMC.


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  LLP were appointed as auditors to hold office until the next AGM in November.

Annual reports and articles

Members of the CFA UK board


Join us

Advance your career with CFA UK membership - 
join our influential network of more than 12,000 of the most qualified investment professioinals.
Why join us?