CFA Institute
Best Practice | 20 Mar 23
CFA Institute revamps global programme
Changes represent ‘an important milestone’ for the investment industry
Will EU commission ban benefit advice clients?
As majority of financial professionals across the European Union believe it is unlikely to prevent mis-selling
Best Practice | 23 Jun 22
We have zero LGBT+ data, admit trade bodies
But CII reveals to International Adviser it plans to survey its members this year
HK trade body partners with CFA for ESG qualification
To set up a course designed to meet demand in the investment industry
Best Practice | 7 Feb 22
CFA UK unveils climate and investing certificate
Qualification will provide the practical skills and knowledge to help meet client demands