Standards and Position Papers
Establishing positions, policies, and standards for the investment profession on issues related to:
- Investor protection
- The fair, efficient, and effective functioning of global capital markets
- The investment decision-making process
- Licensing and testing of investment professionals
- Financial reporting and other corporate disclosure
- The responsibilities of investment managers, advisers, financial analysts, and their employers
Working for the improvement of corporate financial reporting and disclosure standards has been a long-standing goal of the CFA Centre. Given the increased globalization of the capital markets and importance of high-quality information, the CFA Centre has dedicated more resources to improving the quality of information provided to the capital markets.
Establishing and interpreting the CFA Institute
Code of Ethics and Standards of Professional Conduct and other ethical standards or recommended practices applicable to the investment industry.