EPFA Competitors

Our members and charterholders advance market integrity, trust, and transparency in their professions to build more sustainable, inclusive, and prosperous societies. With a heritage of over 75 years, CFA Institute has 200,000 members in 160 locations around the world, providing an unparalleled network of visionary leaders. Our rigorous CFA Institute qualifications and education offerings are designed to support professionals in their practice areas and build confidence with our clients and partners. Our world-class Research & Policy Center offers an unbiased forum for industry leaders, regulators and subject matter experts to help shape policy and drive positive change. As we are faced with increasingly complex challenges such as climate change, inequality, geopolitical conflicts and much more, we are focused on collaborating with current and future members to set and uphold standards to ensure positive, sustainable progress around the globe. CFA® is a registered trademark of CFA Institute.

We enable a fair and thriving financial services market for the good of consumers and the economy. We do this by: - Regulating the conduct of approximately 50,000 businesses - Prudentially supervising 48,000 firms Our Head Office is based in London, and we have offices in Edinburgh and Leeds. Firms and individuals must be authorised or registered by us to carry out certain activities.Before we grant authorisation, firms must demonstrate that they meet a range of requirements. We then supervise these firms to make sure they continue to meet our standards and rules after they’re authorised. If firms and individuals fail to meet these standards, we have a range of enforcement powers we can use.

The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. The CISI has been dedicated to professionalism since it emerged from the London Stock Exchange in 1992. We encourage all of our members, and all who strive for the highest professional standards, to stand tall – proud of the values they hold and the work they do each day. Our primary purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services. Formed in 1992 by London Stock Exchange practitioners, we now have more than 45,000 members in 104 countries. In the past year, we set more than 40,000 examinations in 80 countries, covering a range of vocational qualifications.