Building a sustainable future

We're working to help investment professionals make the most of their careers within a diverse and inclusive community

At CFA UK our purpose is to connect, educate and inspire the investment community to build a sustainable future. We aim to help people join the UK's investment profession and build rewarding careers within it, to provide qualifications and ongoing learning as well as to help shape the policy and regulations that govern the sector.

We believe that our strategic objectives serve this purpose, and we’re keen to hear CFA UK members’ feedback. Some of the big questions we are asking are:

  • If there was only one aim that CFA UK could have for the next three years, what would you choose?
  • How can CFA UK help you build your career and network?
  • What are the skills you are looking to build and where are you finding them?

Member consultation sessions

Share your views by attending one of our virtual or in-person meetings to listen. Please follow one of the links below to reserve your place – spaces are limited (CFA UK members only), and we are accepting bookings on a first-come-first-serve basis. Remember to register for only one session.

28 October | Online | 08:00 – 09:00

04 November | Online | 18:00 – 19:00

10 November | In-person at CFA UK office | 08:00 – 09:00

11 November | In-person at CFA UK office | 12:30 – 13:30

12 November | Online | 12:00 – 13:00

If you are unable to make any of those sessions, we would still like to hear your thoughts. Please email by 15 November 2021 to let me know what you think our strategic priorities should be. This information will be reported back at the Society’s AGM on 23 November 2021.


Making change happen

The last year has reminded us all that the world can change unexpectedly faster than we imagine. That observation was in the background throughout the strategic review that the CFA UK Board ran earlier this year. It wasn’t as if we weren’t already aware of significant changes in terms of the structure, function and perception of the investment profession, but the pandemic certainly focused our attention on the need to become a fully digital and sustainable organisation.

So, while CFA UK’s strategy for the next three years is still focused on our main role in helping investment professionals build their skills and knowledge, enabling networking and career development and representing your views to policymakers, regulators and the media, we’re exploring ways to change the way we do it.