The CFA Society United Kingdom – CFA UK promotes the highest standards of ethics, education and professional excellence in order to serve society’s best interests.
They provide comprehensive education and training, keep policy-makers and the public informed about our profession, and ensure that members commit annually to our core belief of acting in clients’ interests with integrity.
Founded in 1955, CFA Society United Kingdom – CFA UK is part of the worldwide network of member societies of CFA Institute. Representing the interests of 11,600 of the most qualified investment professionals in the UK, CFA UK is the largest CFA society outside North America.
The CFA Society United Kingdom – CFA UK vision is to build a better investment profession.
The society is the awarding body for the IMC Investment Management Certificate, the UK’s leading entry level qualification for getting into wealth management entry level jobs for investment professionals. CFA Society United Kingdom – CFA UK also supports the Chartered Financial Analyst CFA Program and the Investment Foundations Program, which are awarded by CFA Institute. CFA UK supports the ASIP designation that was awarded to those passing the Associate examinations of the IIMR.
The mission of CFA Institute is served by generating value for core investment management professionals and engaging with the core investment management industry to advance ethics, market integrity, and professional standards of practice, which collectively contributes value to society.
Core investment management professionals are those individuals primarily involved in activities related to the investment decision-making process—generally portfolio managers, financial advisors, and research analysts on both the buy and sell side.
CFA Society United Kingdom – CFA UK equips and supports members so they can better serve their clients and further develop their professional careers. This aim is enabled through an active local professional community, professional recognition from employers and regulators, and the creation and delivery of high-value content.