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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

WealthManagement.com CFA Institute Proposes Preliminary SEC Solution on Fiduciary Standard WealthManagement.com 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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The latest Tweets from CFA Institute® (@CFAinstitute). Shaping the investment industry for the greater good. #CFAdifference™. For assistance from the CFA Institute
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Founded in 1936, CFA Society Toronto (formerly Toronto Society of Financial Analysts Inc.) is a not-for-profit organization supporting the professional development
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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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Formerly known as the Association for Investment Management and Research (AIMR), the CFA Institute is an international organization comprised of more than 70,000
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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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