What We Mean by Advocacy

“Advocacy” means speaking up about ethics, trust, and professional standards; supporting fair and transparent financial markets and practices.
Advocating effectively for members and ethical markets is a key strategic objective for CFA Institute and CFA Society Italy. It is an essential component of delivering member value.

What we stand for

CFA Institute, a longstanding champion for ethical behaviour and professional excellence in the global capital markets, advocates for fair and transparent markets for all investors.
CFA Society Italy engages in promoting CFA Institute codes, standards, the value of the CFA charter, and the ethical values of CFA charterholders, as well as works collaboratively with CFA Institute to develop advocacy activities by providing insights, views, and opinions on regulatory and ethical issues facing the investment profession and Investors in Italy.

Our vision builds on our beliefs that:

Financial markets should be free and equitable so that every investor has a chance to earn a fair return
The interests of the ultimate investors must take precedence over the interests of all other market participants
High ethical principles and self-regulatory standards are as important to market efficiency and fairness as rules and regulations.

To find out more please visit

Future of Finance
Asset Manager Code of Professional Conduct
Advocacy Events
Responses to Public Consultations
Codes, Standards and Position Papers

For enquiries please write to

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Latest News

12/02/2018 - CFA Society Italy Launches 7th Edition of CFASI Fund Management Challenge - Read

23/01/2018 - More than 29,000 Investment Professionals Worldwide Pass Level I CFA Exam - Read

06/11/2017 - Giancarlo Sandrin, CFA talks talks about ESG on Monitorisparmio.it - Read


23/04/2018 - CFA Candidate Information Briefing - Read

02/06/2018 - 2018A Mock Exam Live Experience - Read

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