Recent meetings
No recorded meetings with EU commissioners.
Mission & Goals
CFA Institute is a global, not-for-profit organization that provides finance education and sets standards for ethics and professional excellence in the investment industry. Its Research, Advocacy, and Standards Division acts as an internal think tank and global spokesbody for these principles and standards. CFA Institute is best known for the Certified Financial Analyst Charter and related professional programs.
EU Legislative Interests
Legislation related to the financial sector rulebook and its implementation; other legislative initiatives affecting the investment industry. • Retail Investment Strategy • MiFID II • Fund regulation: AIFMD, UCITS, ELTIF, EuVECA • Supervision as defined in the ESA Regulation
Communication Activities
• Contact with staff in the EU Commission • Input to consultations • Participation in ESMA consultative working groups
Interests Represented
Promotes their own interests or the collective interests of their members
Member Of
• Membership: IOSCO Affiliate Members Consultative Committee, Institute of International Finance • Sponsorship European Capital Markets Institute, Better Finance • CFA Societies: https://www.cfainstitute.org/membership
Organisation Members
CFA Institute is a global membership organization of over 200,000 charterholders organized in ~160 affiliate societies. Please refer to this link for a list of CFA Societies: https://www.cfainstitute.org/membership.