CFA Institute Strategy 2015/2022Planning and Partnering for the Future

EMEA Society Regional MeetingDublin, Ireland

En route to Vision2012

TokyoBoard

Narrative

San FranciscoBoard

Fully fledged strategy

ChicagoBoard

Adoption

Listening – Research/ engagement

Interactive - Socializing

Iterative – Straw-men

Arresting - Narrative

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Vision 2012

Strategy Map

Current and Future Macro

- Broad Environment

Current and Future Macro- Investment Profession

Mission and Vision

Narrative

Shift Chart

Strategy Map

2015/2022

Decision Lead

Red = BoardBlack = Leadership

TeamGreen = Shared

Identify Opportunities

Key Tools to Define the New StrategyPlanning Canvas

CFA Institute 2015/2022 Strategy2/3/2012 3

Mission: To lead the investment profession globallyby promoting the highest standards of ethics, education, and professional excellence to the ultimate benefit of society.

Strategic Focus: Broader Mission

Bolder Voice

Bigger Tent

2015/2022 Strategy

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Broader Mission: Understand and invest in our broader mission with a focus on

addressing the loss of public trust. Promote ethical and trustworthy investment markets and services. Education for investment professionals and other market

participants (including the CFA Program and beyond).

Potential impact for societies: Higher profile for CFA Institute and the CFA charter, with a

particular focus as above. More public awareness.

Other ideas – your suggestions.

2015/2022 Strategy

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Bolder Voice: Become a strong, brave voice for ethics in the investment

profession, understanding the significance of the commitment, strategic investment, and risk.

Promote our values in the investment industry. Take a leading voice in rebuilding trust in the investment

profession.

Potential impact for societies: Opportunities for advocacy with employers or regulators, local

leadership. Local/regional focus on ethics and Code and Standards, educating

regulators and media.

Other ideas – your suggestions.

2015/2022 Strategy

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Bigger Tent: Initiate broad relationships with individuals and institutions in the

financial industry, with a continued emphasis on our core membership as the professionals of the investment industry.

Broaden our global reach with those working in, or using the financial markets.

Spread use of our ethical standards to a broader group.

Potential impact for societies: New opportunities for local engagement. Reach out to a broader group of market participants. Broader education opportunities in local markets.

Other ideas – your suggestions.

2015/2022 Strategy

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Thank You

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