Cfa Institute

Professional development services: the organization promotes lifelong learning by developing and disseminating a variety of educational courses and certificates to investment professionals on topics relevant to the profession, including certificate in esg investing; climate risk, valuation and investing certificate, private markets and alternative investments certificates, data science for investment professions certificate, the certificate in investment performance management and investment foundations certificate.

Standards advocacy, and thought leadership: the organization is a leading voice on issues of fairness, efficiency, and investor protection in global capital markets and promotes high standards of ethics, integrity, and professional excellence within the investment community. The organization also promotes and enforces the cfa institute code of ethics and standards of professional conduct. All members of the organization and candidates in the cfa program are required to adhere to this code.