CFA Strategy for the Future

Strategy for the Future

To build CFA Institute global leadership in professional ethics, education, and excellence of practice in the investment management community by developing and delivering quality products and services that leverage the CFA brand to our expanding membership constituency.

Strategic Objectives

• Enhance the CFA Program
  Enhance the CFA charter's position as the global gold standard by providing a curriculum and examination program that reflects the increasingly complex nature of the global investment environment, and promote broad understanding of that dynamic.
• Create and Source Relevant Lifelong Learning for Members
  Create and source quality educational content aligned with the Global Body of Knowledge to provide sufficient depth and breadth to help our members maintain and improve their lifelong professional competence.
• Connect with Members through Technology
  Create an active relationship with members through technology by providing convenient, personalized access to relevant, dynamic resources and services that meet their professional needs.
• Advocate Effectively for Members and Ethical MarketsRefine our structure and process to be an increasingly effective member advocate and proponent of ethical and professional standards for global capital markets.
• Solidify and Extend Our Global CapabilitiesFurther our development as a truly global organization by ensuring cultural understanding and a sustainable market presence, cultivating meaningful relationships with industry leaders and influencers, and developing leadership globally.

Source: http://www.cfainstitute.org/about/strategy/future/Pages/index.aspx