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This content is from: Corner Office

CFA Institute Makes ‘Biggest Single Package of Changes’ in Its History

New level III pathways, including private wealth and private markets, and practical skills modules are just two examples of sweeping changes to the curriculum.
By Alicia McElhaney
March 17, 2023
This content is from: Opinion

The CFA Institute’s Changes May Please Employers — But They Don’t Serve the Client

William Kelly, CEO of CAIA Association — which offers an alternatives investments credential — writes that better and more transparent client outcomes will remain his association’s north star.

March 20, 2023
This content is from: Corner Office

A Clash Between the CFA Institute and Its Members Illuminates the Professional Power of the Credential

Charterholders will vote this week on proposals that could change the Institute’s constitution, including the ability to add new classes of membership.
By Jessica Hamlin

By Alicia McElhaney
July 13, 2022
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India Puts An End To CFA Confusion

A high court in India has ordered the Institute of Chartered Financial Analysts of India to stop using its name by the end of the association’s current semester as it infringes on the rights of the CFA Institute and related entities using the CFA designation.

August 17, 2006
This content is from: Corner Office

CFA Institute’s Long CEO Search Comes to an End

Margaret Franklin will be the first woman to hold the role in the group’s 73-year history.
By Alicia McElhaney
June 24, 2019
This content is from: Culture

CalPERS, GMO, MassPRIM, and More Commit to CFA Institute’s DEI Code

The code was launched last month with input from investment leaders at CalPERS and the Columbia Investment Management Company.
By Jessica Hamlin
March 22, 2022
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