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CFA on Wall Street is moving away from DEI while still facing internal turmoil.

CFA on Wall Street is moving away from DEI while still facing internal turmoil.

The CFA Institute seems to be distancing itself from its previous focus on diversity, equity, and inclusion (DEI), according to recent insights. This organization, known for overseeing a key qualification process for Wall Street analysts for many years, has officially rebranded its DEI code of conduct to something that might be more appealing (and legally […]

Bernie Madoff whistleblower raises concerns about the ‘woke’ CFA Institute

Bernie Madoff whistleblower raises concerns about the ‘woke’ CFA Institute

Financial Analyst Calls for Changes at CFA Institute A seasoned financial analyst is voicing concerns about leadership at the CFA Institute, urging for reform after previously warning clients about Bernie Madoff’s fraudulent activities. Chris Cutler, a long-standing member of the CFA and a former vice-chairman of the CFA Association in New York, has reached out […]

CFA is distancing itself from its support of DEI.

CFA is distancing itself from its support of DEI.

The CFA Institute seems to be downplaying its previously bold DEI (Diversity, Equity, and Inclusion) initiative, a notable shift from what was once a celebrated framework for legal adoption. A CFA member, who preferred to remain anonymous, commented, “Under CEO Margaret Franklin, the CFA Institute is gathering tax-free dollars and forming the largest DEI coalition […]