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Financial Planning CFA Institute asks SEC to set limits on advisor titles Financial Planning With the fiduciary rule in question, a prominent industry association is calling on the SEC to issue guidance on the use of the term "advisor" when offering advice to retail investors. The CFA Institute has drafted a letter asking the SEC to take steps CFA Institute Proposes Preliminary SEC Solution on Fiduciary Standard A spokeswoman for the SEC declined to comment. In the letter, the organization first proposes the SEC clarify the definition of “investment adviser” under the Investment Advisers Act of 1940 to include “all who provide personalized investment advice


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CFA Toronto

Founded in 1936, CFA Society Toronto (formerly Toronto Society of Financial Analysts Inc.) is a not-for-profit organization supporting the professional development

CFA Institute – Wikipedia

CFA Institute is a global association of investment professionals. The organization offers the Chartered Financial Analyst (CFA) designation, the Certificate in

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CFA Institute, Charlottesville, Virginia. 466,314 likes · 2,704 talking about this. Shaping an investment industry that serves the greater good….

CFA Institute –

Formerly known as the Association for Investment Management and Research (AIMR), the CFA Institute is an international organization comprised of more than 70,000

CFA Institute Publications

CFA Institute Magazine is a quarterly, practice-based, professional member magazine. It is sent to all CFA Institute members in March, June, September, and December.

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