CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community.
Our aim is to create an environment where investors’ interests come first, markets function at their best, and economics grow. Our network of more than 160 societies helps carry out our global mission in local markets.
Our Objectives
Increase appreciation and awareness of the CFA® designation among practitioners, employers, regulators, and the investing public, through:
Advertising the society, its activities and the CFA designation in local newspaper and magazines
Creating a web site to include information about the society and its activities
Issuing publications to cover the society’s activities and issues related to the financial profession
Holding one annual event
Sponsoring and participating in major local financial events
Hosting joint events with other entities
Creating a dialogue with potential CFA candidates
Enhance communication within the investment community to foster market development, through:
Holding periodic member meetings
Holding regular meetings to disseminate the society’s values and objectives
Communicating the society’s views on specific investment issues to regulators through “statement of opinion”
Identifying areas that require reform and market development and providing related technical support
Fostering a dialogue between local practitioners and foreign counterparts to exchange ideas and best practices
Foster professional development for society members and practitioners at large, through:
Creating a “career placement” mechanism to communicate employment opportunities to society members
Organizing educational programs, seminars and round tables
Promote adoption of the CFA Institute Code of Ethics and Standards of Professional Conduct, through:
Leading by example
Communicating the code of Ethics to investment practitioners
Encouraging regulators and employers to formally adopt and enforce the Code of Ethics
This course provides a solid foundation for those who wish to gain an understanding of the fast-moving subject of decentralized finance (DeFi) and its impact on the asset management industry.
The Investment Foundations Certificate will provide learners with an overview of the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry including terminology and foundational concepts.
© 2025 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy