Our Mission

Mission Statement

To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Vision

• Serve all finance professionals seeking investment management-related education, knowledge, professional development, connection, or inspiration.
• Lead the investment profession’s thinking in the areas of ethics, capital market integrity, and excellence of practice.

Values

We believe that financial markets and services should operate in the following ways:

Investment professionals contribute to the ultimate benefit of society through the sustainable value generated by efficient financial markets and by effective investment institutions.

• Good stewardship and high ethical standards are necessary for trust and confidence to be secured and for society to be served. Financial markets should afford every investor the opportunity to earn a fair return.
• Financial markets are more effective with knowledgeable, diverse participants.
• High ethical principles and professional standards are essential to positive outcomes; rules and regulations, while necessary, are not sufficient by themselves.

Strategy

• To develop future professionals through relevant and accessible credentialing programs,
• To deliver member value that accelerates the professional success of our members, and
• To build market integrity that benefits investors and our members that serve them

As detailed below, our long-term aspirational vision of success includes all investment management professionals working as a community for the ultimate benefit of society.

Develop Future Professionals

Education is the foundation of professional competence. We develop future investment management professionals through credentialing programs that require the application of technical knowledge and an appropriate ethical framework to guide decision making. We aspire to 100% market penetration.

Deliver Member Value

We equip and support members so they can better serve their clients and further develop their professional careers. This aim is enabled through an active local professional community, professional recognition from employers and regulators, and the creation and delivery of high-value content. We aspire to 100% member satisfaction.

Build Market Integrity

Setting global standards and advocating for professional excellence are activities that ultimately benefit society by improving both investor protections and investor outcomes.