CFA UK Board

We have a Board of 11 members who are elected onto the Board by CFA UK members.

The Board is supported by 15 committees and all members are welcome to get involved. Several Board and committee members also serve on CFA Institute committees.

Click on a board member below to find out more about them and how they serve CFA UK.

Terms of reference

The Board manages the business of CFA UK to ensure that its objects, as defined in the Memorandum of Association and summarised below, are achieved. 50% of the Board must be CFA charterholders.

The primary responsibilities of the Board include the following:

  • To provide assistance and direction to the Chairman regarding the general supervision and control of the affairs of the society
  • To ensure that the society meets all its legal, financial and other statutory requirements
  • To monitor operations, including the setting of membership fees, the approval of budgets and the maintenance of reserves
  • To appoint a Management Committee to be responsible for the day-to-day management of the society
  • To approve policies in areas related to the achievement of the society’s objectives
  • To establish committees and panels to oversee the society’s activities and implementation of policy in relevant areas and to advise the Board on issues in those areas
  • To note the minutes of the Examinations and Education Committee.
  • The Board shall meet as required.  50% of the Directors need to be present at a meeting to form a quorum.  A resolution can be passed by a majority of Directors present.
  • The term of the Chairman shall be no more than two years, and should be subject to reaffirmation after one year.


Read CFA UK articles of association which outline the purpose of CFA UK and the rights and responsibilities of its members and directors.