CFA Institute Press Releases

State University-Higher School of Economics Becomes First CFA Program Partner in Russia

Mon, 19 Oct 2009 04:30:00 EDT

London,�October 19, 2009 --�State University-Higher School of Economics becomes the first higher education institution in Russia to obtain status of CFA Program Partner.

CFA Institute and EDHEC-Risk Institute Extend Seminar Offering to Three Continents

Thu, 15 Oct 2009 05:30:00 EDT

London,�October 15, 2009 --�Executive education seminar, Advances in Asset Allocation, now offered in London, New York, and Singapore.

Investment Advisers Should Adhere to a Single, High Fiduciary Standard, Says CFA Institute

Fri, 11 Sep 2009 17:00:00 EDT

Charlottesville,�September 11, 2009 --�CFA Institute offers to share an ethical standard experience.

Canadian CFA Charterholders Want a More Streamlined Regulator Model and Stronger Enforcement Practices

Fri, 11 Sep 2009 17:00:00 EDT

New York,�September 11, 2009 --�2009 Canadian Financial Market Integrity Index now available.

CFA Institute Reviews Current Regulations Regarding the Practice of Share Pledges by Directors and Controlling Shareholders

Wed, 9 Sep 2009 17:30:00 EDT

Hong Kong,�September 9, 2009 --�Advocates greater disclosure standards across the Asia-Pacific region.

CFA Institute Says U.S. SEC Post-Madoff Report Is Necessary and Encourages Policymakers to Move forward on Investor Protection Reforms

Tue, 8 Sep 2009 17:00:00 EDT

New York,�September 8, 2009 --�Encourages policymakers to move forward on investor protection reforms.

Thomas B. Welch, CFA, to Chair CFA Institute Board of Governors

Tue, 1 Sep 2009 17:00:00 EDT

Charlottesville,�September 1, 2009 --�Welch begins his one-year term on September 1, 2009.

Forty-Five Percent of 104,111 Candidates Worldwide Pass 2009 CFA Exams

Tue, 18 Aug 2009 17:00:00 EDT

Charlottesville,�August 18, 2009 --�The 2009 exams were given at 256 test centers in 182 cities worldwide.

CFA Institute Granted Permission to Conduct December 2009 CFA Exam in India

Tue, 28 Jul 2009 03:00:00 EDT

Mumbai,�July 28, 2009 --�CFA Institute announces that the Delhi High Court has granted permission for CFA Institute�to conduct the December 2009 CFA Level I exam in India.

U.S. CFA Charterholders' Trust in Hedge Fund Managers and Corporate Boards in Decline, Reports 2009 CFA Institute Centre Financial Market Integrity Index

Mon, 20 Jul 2009 14:33:00 EDT

New York,�July 20, 2009 --�The CFA Institute Centre today announced the release of the 2009 FMI report for the United States.

Investor Task Force Urges Reform, Further Study of Financial Regulation

Wed, 15 Jul 2009 09:33:00 EDT

New York,�July 15, 2009 --�The Investors' Working Group issued a report today, stating bold reforms are necessary to restore investor confidence in U.S. financial markets.

CFA Institute Launches European Investors Working Group with European Capital Markets Institute to Champion Professional Investor Interests

Tue, 30 June 2009 09:33:00 EDT

London,�June 30, 2009 --�The EIWG met for the first time in Brussels on Tuesday 30 June.

Forty-Eight Percent of CIPM Candidates Pass Expert Exam

Fri, 12 June 2009 09:33:00 EDT

Charlottesville, Va.,�June 11, 2009 --�CFA Institute today announced that 48 percent of the Expert level candidates in the CIPM program passed the exam.

NISM, CFA Institute, and IAIP to Bring World Class Education, Training, and Research to the Indian Investment Community

Sat, 4 Jul 2009 09:33:00 EDT

Mumbai,�June 4, 2009 --�The National Institute of Securities Markets (NISM), a public trust established by the Securities and Exchange Board of India (SEBI); CFA Institute, the global association for investment professionals; and the Indian Association of Investment Professionals (IAIP), a member society of CFA Institute based in Mumbai, today announced the signing of a Memorandum of Understanding (MoU) to jointly organize education, training, and research for the investment industry in India.

CFA Institute Investor Education: Understanding Investing and Inflation to Protect Your Future

Thu, 20 May 2009 13:15:00 EDT

Charlottesville, Va.,�May 20, 2009 --�CFA Institute creates a new investor education fact sheet to help Americans make more informed investment decisions.

128,600 Investment Professionals Commit to Advancing Professional Excellence and Standards by Taking June 2009 CFA Exams

Tue, 12 May 2009 17:00:00 EDT

Charlottesville, Va.,�May 12, 2009 --�CFA Institute announced today that despite the global economic downturn, a record number have reaffirmed their commitment by enrolling for the June 2009 CFA exams.

Top Prize of CFA Institute Americas Investment Research Challenge Given to Fundacao Getulio Vargas School of Business of Sao Paulo, Brazil

Fri, 20 Mar 2009 15:38:00 EDT

New York, March 20, 2009 --�FGV advances to the Global Investment Research Challenge in London.

CFA Institute Launches New Advertising Campaign to Recognize Latest CFA Charterholders

Thu, 12 Mar 2009 15:30:00 EDT

Charlottesville, New York, London, Hong Kong,�March 12, 2009 --�CFA Institute today announced the launch of its expanded new CFA charterholder recognition campaign.

Morningstar's Paul D. Kaplan, CFA, to Receive Prestigious Financial Analysts Journal Graham and Dodd Award

Mon, 9 Mar 2009 17:00:00 EDT

Charlottesville, Va.,�March 9, 2009 --�The Financial Analysts Journal's Advisory Council and Editorial Board have awarded the annual Graham and Dodd Award to Paul D. Kaplan, CFA, vice president of quantitative research at Morningstar, Inc.

Donaldson, Levitt to Lead Investor Task Force on Reform of U.S. Financial Market Regulation

Wed, 11 Feb 2009 11:00:00 EDT

Washington, DC,�February 11, 2009 --�William Donaldson, CFA and Arthur Levitt Jr., two highly respected former chairs of the Securities and Exchange Commission, will lead the Investors' Working Group (IWG).

Investor Advocate CFA Institute Centre Cautious over Impact of Obama Executive Pay Proposals

Wed, 5 Feb 2009 17:00:00 EDT

New York, February 5, 2009 --�The CFA Institute Centre for Financial Market Integrity comments on the Obama administration's proposed executive compensation policies.

Majority of Canadian CFA Institute Members Believe Budget Measures Still Not Enough to Address Canada's Financial Situation

Wed, 4 Feb 2009 12:00:00 EDT

Toronto, New York, February 3, 2009 --�Eighty percent believe asset backed commercial paper still an unresolved issue.

U.S. Investors Remain Tentative on U.S. Government Bailouts and Less Confident about Markets Today

Fri, 30 Jan 2009 12:00:00 EDT

New York, January 30, 2009 --�Non-U.S. investors have a more positive outlook says CFA Institute Centre survey.

Thirty-Five Percent of 49,797 Candidates Worldwide Passed December 2008 Level I CFA Exam

Wed, 28 Jan 2009 12:00:00 EDT

Charlottesville, London, Hong Kong, January 28, 2009 --�CFA Institute today announced that of the 49,797 worldwide candidates that sat for the Chartered Financial Analyst Program Level I exam which took place in December, 35 percent passed.�

GIPS Standards 2010 Revisions Open for Public Comment

Mon, 23 Jan 2009 12:00:00 EDT

Charlottesville, Va., January 23, 2009 --�The GIPS Executive Committee is seeking comments on proposed changes to the investment industry performance standards.

CFA Institute Offers 10 Tips on Avoiding Investment Fraud

Wed, 21 Jan 2009 16:50:00 EDT

Charlottesville, Va., January 21, 2009 --�CFA Institute offers 10 tips to help investors reduce their chances of being devastated by investment fraud.

U.S. Court of Appeals Upholds Trademark Injunction in Favor of CFA Institute

Fri, 16 Jan 2009 09:50:00 EDT

Charlottesville, Va., January 16, 2009 --�CFA Institute announced today that the United States Fourth Circuit Court Appeals has ruled in favor of CFA Institute.

Investor Advocate CFA Institute Centre Identifies Top Executive Compensation Concerns for 2009

Fri, 16 Jan 2009 09:50:00 EDT

New York, January 15, 2009 --�Information on the CFA Institute Centre's positions on executive compensation.

Forty-One Percent of CIPM Candidates Pass Expert Exam

Tue, 23 Dec 2008 14:45:00 EDT

Charlottesville, Va.,�December 23, 2008 --�CFA Institute today announced that 41 percent of the Expert level candidates in the Certificate in Investment Performance Measurement (CIPM) program passed the exam.

Jeff Diermeier, CFA, to Conclude Tenure as CFA Institute President and CEO

Tue, 15 Dec 2008 15:00:00 EDT

Charlottesville, Va.,�December 15, 2008 --�Jeff Diermeier, CFA will retire his position as CFA Institute president and CEO on December 31, 2008, the global association reported.

CFA Institute Centre Announces New Appointments to Its Advisory Council

Tue, 25 Nov 2008 9:00:00 EDT

New York and London,�November 24, 2008 --�Alan J. Brown, Group of CIO of Schroder Investment Management Ltd., returns as Chair.