CFA Institute Governance

 

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Find out more about our:

 

President and CEO, John D. Rogers, CFA

 

Board of Governors − Minutes, contact information, policies, and more

 

Management Bios  − Read staff biographies

 

Presidents Council Representatives − Primary facilitators of communications between member societies and the Board of Governors, board committees, and CFA Institute staff

 

Committees and Volunteer Activities − Numerous volunteers serving on committees in areas including standard setting, advocacy, professional conduct, and more 

 

Articles of Incorporation and Bylaws (PDF) 

 

Investment Policy Statement (PDF)

 

Financial Reporting Principles (PDF)