Abstract

Credentialing programs, member services and work in market integrity and investor protection are the three main pillars that Paul Smith will be focusing on in his new role as President and CEO of CFA Institute . As he was gearing up to address delegates to the 68th CFA Institute Annual Conference for the first time, Smith took time out to share his leadership agenda and CFA Institute’s priorities with Institutional Investor Journals . “We need to be more vocal with employers and regulators about demanding higher standards of education and ethics for investment professionals,” Smith advises. “For the industry and regulators to accept a lower standard of qualification is to sell investors—institutional and retail—short.” This report is open.

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