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Advocacy

Moving forward with our mission of promoting integrity, ethics, and professionalism for the greater good

Standards and Advocacy is dedicated to working for our members and to moving forward with our mission of promoting integrity, ethics, and professionalism for the greater good, which includes amplifying your voices for reform and stability in the investment industry.

What we stand for

CFA Society Italy engages in promoting CFA Institute codes and standards, the value of the CFA® charter, and the ethical values of CFA® charterholders. We work collaboratively with CFA Institute to develop advocacy activities by providing insights, views, and opinions on regulatory and ethical issues facing the investment profession and investors in Italy.

Help change finance for the greater good

The global financial industry can be an extraordinary force for good. The Future of Finance project is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. The project aims to provide the tools to motivate and empower the world of finance to commit to fairness, improved understanding, and personal integrity.

Statement of Investor Rights

As a first step, the Future of Finance project has unveiled the Statement of Investor Rights, a list of principles intended to help buyers of financial service products demand the conduct they are entitled to expect from financial service providers.

Read the Ten Points:

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