Governance
CFA Institute, a 501(c)6 organization incorporated in the state of Virginia, and its Board of Governors are committed to upholding a high standard of governance in the US not-for-profit sector. We aspire to align the organization’s public disclosure practices with US public company standards wherever practical and reasonable.
Our governance culture
We believe a philosophy of candor and transparency is the key to facilitating a relationship of trust with our constituents and the public at large.
This page, along with the Annual Reports and 990s, will provide you with ease of access to our disclosure documents and insight into our corporate governance practices and policies. If you have any questions or want more information, please email our Corporate Secretary at governance@cfainstitute.org.
Our leadership
As defined by the Articles of Incorporation and Bylaws, the President and CEO, Leadership Team, and other executives report to our Board of Governors, which is the highest governing authority and is responsible for defining our vision, mission, and strategies.
The Board of Governors is the most senior corporate body, with ultimate responsibility for the strategy and the management of the organization. It works in conjunction with the Leadership Team, composed of staff members who manage their respective divisions.
2024 Annual Meeting of Members
The Annual Meeting of Members was held on Wednesday, 31 July 2024 at 8:00am Eastern Daylight Time. Review the event recording and related reference materials below.
Vote Summary & Final Results
Event Recording
Agenda and Rules of Procedure
Slide Deck
2024 Proxy Statement
Corporate Governance
Board Committees
The Board of Governors serves in a variety of roles critical to the governance of CFA Institute and utilizes the following committees to assist with the fulfillment of its oversight functions.
Beyond the Board Committees, there are many other ways our members serve the profession, participation on the governing bodies that direct key initiatives at CFA Institute is an essential contribution.
CFA Institute Policies
More in this section
Who we are
Discover how we are positioned to best serve our community of professionals and society.
Our history
Explore our unique history, from our beginnings in the 1940s to our leading global position today.
Careers at CFA Institute
Find out more about how we support you, and apply for a position at our different locations.
