CFA Society United Kingdom

The Confidence Dividend examines how investment professionals are adapting to technological change, market uncertainty, and evolving expectations around trust, leadership, and resilience. LONDON, UK. 30 June 2026 — CFA UK and Content With Purpose (CWP) have launched The Confidence Dividend, a new digital film series exploring how the investment industry is responding to a period of rapid technological, economic, and regulatory change.

Pilot and pre-registration open CFA Society of the UK (CFA UK) is today announcing the pilot and pre-registration for its latest qualification, the Investment Business Award. The award has been designed in response to growing demand from the investment industry for learning that supports the development of commercial and strategic awareness and operational understanding of the business of investment management.

CFA Institute, the global association of investment professionals, has announced the winner of its inaugural AI Investment Challenge, with the top prize awarded to a student team from Lancaster University. Some 28 teams from 15 universities took part in the competition. Delivered by CFA Institute and CFA Society UK, the competition brought together students from universities across the United Kingdom to tackle real investment challenges using artificial intelligence.

London, 04/12/2025 – CFA Society of the UK (CFA UK) is delighted to announce the appointment of seven new Fellows, recognising their outstanding contributions to the investment profession and their commitment to advancing standards, ethics, and sustainability in finance. The CFA UK Fellowship designation (FSIP) recognises leading investment professionals for exceptional service.

CFA UK is partnering with Content With Purpose (CWP) to launch The Confidence Dividend, an ambitious new digital series exploring the future of investing in a time of rapid change. The series will highlight how professionals and organisations are navigating uncertainty, adapting to disruption, and finding new ways to build the confidence and trust that underpin resilient outcomes across the investment community.

The investment profession has always strived to evolve, and this article, published in the September 1974 issue of The Investment Analyst (Financial Analysis: Evolution of a Profession) shows just how many of the same themes have played out over the years. Ethics, autonomy, and self-regulation were important factors for the profession in 1974, and they are important issues today.

Author: Maha Khan Phillips Gina Miller is leader of the True and Fair Party and co-founder of SCM Direct and MoneyShe. She is an activist, philanthropist, and now, political figure. At CFA UK’s virtual conference, Miller talked to Will Goodhart, chief executive of CFA UK, about getting inclusion right. Gina Miller believes in the importance of etymology. More specifically, she is wary of the way words are used in the debate around diversity and inclusion.

Outline of the case Joe has strained personal finances. His job in asset management is insecure, his wife does not work, and he has high expenses in the form of mortgage payments and school fees for his daughter. Fortunately Joe's father is wealthy, having built up considerable assets through hard work during his education and career as a finance professional combined with inheritances and frugal living. He's named Joe as the principal beneficiary in his will.

Author: Mandy Kirby Asset managers can take tangible steps to ensure that they are building sustainable cultures, says Mandy Kirby It’s becoming increasingly common to hear talk of the importance of culture. In fact, there’s a cultural renaissance happening right now within the investment industry, motivated by separate drivers. One is the result of a number of ‘scandals’ the industry has seen, diminishing public trust at a time of wider uncertainty.

Day two of CFA UK’s virtual conference, Inclusion at the Heart of ESG, kicked off with some key data from Olivia Maguire, CFA, chair of the CFA UK Inclusion and Diversity Committee, and short-term fixed income portfolio manager at J.P. Morgan Asset Management.