About Us
Investment is a profession, not just a business. It involves clear fiduciary responsibilities and a duty of care to clients which is not true of the
generality of business relationships. As with any other profession, a recognised professional body is a fundamental requirement for maintaining standards. The CFA Society of the UK is that body.
CFA UK supports over 7000 members, who help govern the society.
Mission Statement
“To
lead and promote the development of the investment profession in the UK through the
promotion of the highest standards of ethical behaviour and the provision of
education, professional development, information, career support and
advocacy
on
behalf of its members.
”
History
CFA UK was created on 30 November 2007 following extensive research
with its membership. Formerly the Society was known as UKSIP which came
about from the merger of two bodies, the Institute of Investment
Management and Research, which was formed in 1955 as the Society of
Investment Analysts, and the London Society of Investment
Professionals, which was established in 1996. CFA UK is one of the
largest member societies of the CFA Institute.