CFA UK is a professional membership body representing 12,000 investment professionals in the UK – dedicated to educating, inspiring and connecting the investment community to build a sustainable future.
We are part of the worldwide network of member societies of CFA Institute, the global, not-for-profit association of investment professionals, that awards the CFA and CIPM designations.
Our mission is to build a better investment profession by serving the public interest by educating investment professionals, by promoting and enforcing ethical and professional standards and by explaining what is happening in the profession to regulators, policymakers and the media. As a CFA Institute member society, we promote the development of careers in the investment profession and facilitate networking within and across member groups.
What we do
Qualifications: CFA UK is the awarding body for the Investment Management Certificate (IMC), an entry-level qualification for investment professionals and the new Certificate in Climate & Investing. We also originally developed the Certificate in ESG Investing which transitioned ownership to CFA Institute in 2021. CFA UK also promotes the CFA Program for which CFA Institute is the awarding body.
Membership: We support our members professional development and enhance their career potential. Our members enjoy access to a wide range of practitioner-led events, webinars, technical and professional content along with practical support to develop talent and advocate for the things that matter to you. Members are automatically integrated into our 12,000+ strong community of like-minded professionals.