CFA Society Toronto - Board


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About CFA Institute CFA Institute is a global, not-for-profit organization comprising of the world's largest association of investment professionals. We promote the highest ethical standards and offer a range of educational opportunities online and around the world. CFA Institute comprises more than 117,000 members and 138 societies worldwide. Individual members either hold the CFA® designation or are active in the investment business and all agree to abide by the CFA Institute Code of Ethics and Standards of Professional Conduct. The CFA Institute Board of Governors consists of 18 individuals who represent a cross-section of the CFA Institute membership. With members in 138 countries around the world, CFA Institute has headquarters in Charlottesville, Virginia, USA, and offices in Hong Kong, PRC, London, UK, and New York, New York, USA. CFA Institute is a 501(c)(6) organization incorporated under the laws of the Commonwealth of Virginia. Our Mission, Vision, and Strategic Actions To establish a direction for serving our members and setting a higher standard within the global investment community, CFA Institute has adopted a formal strategic planning process and a set of values around which all of its programs, services, and initiatives revolve. Mission To lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. Vision We aspire to a CFA Institute that: • Serves all finance professionals seeking education, knowledge, professional development, connection, or inspiration. • Leads the investment profession's thinking in the areas of ethics, capital market integrity, and excellence of practice. Strategic Actions CFA Institute will emphasize strategic initiatives with respect to: • Broader Mission: Extend our promotion of ethical and trustworthy investment markets and services, and education for investment professionals and other market participants. • Bolder Voice: Provide the voice globally for an effective investment industry that reflects our values. • Bigger Community: Broaden and rebalance our global reach with those working in or using the financial markets. CFA Society Toronto Board Manual 2016 Page 135 of 194

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